Accountek Solutions Inc

Getting Started 5

• Creating User Accounts and Access Privileges
• Activating and Using Change Logs
• Analysis (Category) Codes
• Processing Customer Credit Cards in Connected
• Adding a Logo or Image to a Form

Email Documents 4

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

Tips 10

• Invoice Refunds
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes
• Correcting or Reversing a Posted Purchase to a Vendor
• 1099 Form Printing

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FAQ 4

• Transaction Record Info
• Year End Checklist
• Disable "App Nap" on Mac OS
• How to Re-Serialize or Re-License Connected 7 on a Mac

ACH Electronic Payments (EFT Payments) 7

• Introduction to Electronic Payments
• Setup for ACH or EFT Payments
• Generating ACH or EFT Payments
• Creating ACH or EFT Export Files
• Editing the Layout of the Payment Advice

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System Requirements 6

• Connected 10.x System Requirements
• Connected 8.x System Requirements
• "Connected" is not optimized for your Mac Startup Message
• Connected 7.x System Requirements
• System Requirements for Connected 5 or 6 (Legacy Versions)

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Connected 10.x Update Changes by Version 5

• Connected 10.1 Change Log
• Connected 10.1: Purchase Orders
• Connected 10.1: Ledger Window Enhancements
• Connected 10.1: Connected "Views"
• Connected 10.0 Change Log

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 3

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

Installation Server 1

• ODB Admin - Time Limited Serial Number will Expire

Connected on Demand 9

• Data Re-Organization: 8.3.06 to 10.1.04
• Microsoft Remote Desktop 8 - Client will soon be deprecated
• Changing Passwords Key Combinations
• Connected on Demand Client Setup macOS - Remote Desktop Version 10
• Data Reorganization: Connected 8.3.03 to 8.3.06

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Third Party Applications 1

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

Importing Data 1

• Purchase Detail Import

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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