Accountek Solutions Inc

Getting Started 7

• Transaction Record Info
• Creating Connected User Accounts and Access Privileges
• Activating and Using Change Logs
• Analysis (Category) Codes
• Processing Customer Credit Cards in Connected

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Email Documents 4

• Getting Started with Email
• Email Templates
• Emailing a Document (no template)
• Batch Emailing

Tips 4

• Attaching Files and Documents in Connected
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes
• Using Connected Reminders

From Our Blog 0

General Ledger and Financials 0

Accounts Receivable 5

• Invoice Refunds
• Voiding a Customer Payment (Receipt)
• Assessing Finance Charges to Past Due Customer Accounts
• Customer Contacts
• Applying a Credit Memo or Miscellaneous Receipt

Accounts Payable 5

• 1099 Form Printing
• 1099-NEC Non-Employee Compensation
• Voiding a Vendor Payment
• Correcting or Reversing a Posted Purchase to a Vendor
• Applying a Vendor Pre-Payment or Purchase Debit

ACH Electronic Payments (EFT Payments) 8

• Introduction to Electronic Payments
• Adding the ACH/EFT Payment Format
• Setup for ACH or EFT Payments
• Generating ACH or EFT Payments
• Creating ACH or EFT Export Files

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Inventory and Manufacturing 2

• Reverse Manufacture
• Adding Inventory Item Images

Custom Inventory Selling Prices and Discounts 7

• Intro To Custom Inventory Pricing and Discounts
• Pricing and Discount User Privileges
• Sales Discount Options for Accounts Receivable
• Custom Price Table
• Customer Specific Pricing and Item Info

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Customer Orders and Quotes 0

Purchasing 0

Job Costing 0

Closing the Year 4

• Year End Checklist
• Closing a Period in Connected
• Closing an Accounting Year in Connected
• Purging (Deleting) Data

Audit and Security 1

• Activating and Using Change Logs

System Requirements 6

• Connected 10.x System Requirements
• macOS Big Sur Compatibility
• Disable "App Nap" on Mac OS
• Connected 8.x System Requirements
• "Connected" is not optimized for your Mac Startup Message

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Connected 10.x Update Changes by Version 6

• Connected 10.x Version Change Log Summary
• Connected 10.2 Change Log - September 2020
• Connected 10.1 Change Log
• Connected 10.1: Purchase Orders
• Connected 10.1: Ledger Window Enhancements

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Connected Version 8.x Updates and Patches 3

• Connected 8.3.06 Patch Release Details
• Connected 8.1.20 Patch Release Details
• Connected 8.0.07 Patch/Update

Installation Workstation 4

• Re-Serialize Connected 10.x
• Mac OS Install - Unidentified Developer Message (Mac OS Security)
• Disable Write Behind Caching - Windows PC Workstation
• Re-Serialize - Connected 8

Connected on Demand 1

• Setting a Password Recovery Email

Third Party Applications 1

• Dates Exported from Connected Reports to Excel Don't Match

Importing Data 3

• Purchase Detail Import
• Customer Payment Import
• Customer Item Info Import

Legacy Versions (7.x or lower) 3

• How to Re-Serialize or Re-License Connected 7 on a Mac
• Connected 7.x System Requirements (Legacy)
• System Requirements for Connected 5 or 6 (Legacy Versions)

Intro to Connected Reports 6

• Accessing Connected Reports
• Reporting Interface and Output Options
• My Reports
• Accounts Receivable Reports - Customer Aging
• Customer Item History

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Form Editor 3

• Adding a Logo or Image to a Form
• Customizing Forms
• Using Customer Item Info Fields on Printed Forms

Ledger and Query Windows 3

• Ledger Windows
• Connected "Views" for Ledger and Query Windows
• Using Connected Query Windows

Reports 2

• General Ledger: Trial Balance Report
• Inventory: Inventory Valuation Report

Connected Online Payroll - USA 2

• How to Sign-up for Connected Online Payroll
• Importing the Payroll Entry from Connected Online Payroll

Payment Evolution - Canadian Online Payroll 6

• Calculating Additional Income Tax Deductions
• Reversing a Payroll and/or Pay Cheque
• How to print Cheques in Payment Evolution
• Managing Permissions, roles, and shared access
• Year End Payroll Processing

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