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Knowledge base
General
Getting Started
10
Transaction Record Info
Introduction to Passwords, User Accounts, and Access Privileges
User Accounts and Access Privileges - Standard Passwords
User Accounts and Access Privileges - Secure Passwords
Creating Connected User Accounts and Access Privileges (legacy)
View all 10
Email Documents
4
Getting Started with Email
Email Templates
Emailing a Document (no template)
Batch Emailing
Tips
6
Connected Reminders and Notifications
Quick Notes for Adding Files and Short Notes
Attaching Files and Documents in Connected
Pinning Transactions
Using and Linking (Attaching) Files to Notes
View all 6
From Our Blog
3
macOS Monterey and Connected Accounting and ERP
Windows 11 and Connected Accounting and ERP
Common Accounting System Errors and How to Avoid Them
Connected University
General Ledger and Financials
0
Accounts Receivable
6
Invoice Refunds
Voiding a Customer Payment (Receipt)
Assessing Finance Charges to Past Due Customer Accounts
Customer Contacts
Applying a Credit Memo or Miscellaneous Receipt
View all 6
Accounts Payable
6
1099 Form Printing
1099-NEC Non-Employee Compensation
1099-NEC Non-Employee Compensation - 2021 Form Update
Voiding a Vendor Payment
Correcting or Reversing a Posted Purchase to a Vendor
View all 6
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
View all 8
Inventory and Manufacturing
3
Reverse Manufacture
Create PO's from Inventory Item Query Results
Adding Inventory Item Images
Lot and Serial Number Control
1
Inventory Valuation - Summar Lot/Serials
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
View all 7
Customer Orders and Quotes
0
Purchasing
0
Job Costing
1
Enabling and Using Sub Jobs
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
Reports and Forms
Intro to Connected Reports
4
Accessing Connected Reports
Reporting Interface and Output Options
My Reports
Accounts Payable Reports - Vendor Aging
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
Using Ledger List/Inquiry Windows
Connected "Views" for Ledger and Query Windows
Using Connected Query Windows
Reports
4
Accounts Receivable - Customer Aging
Sales - Customer Item History Report
General Ledger: Trial Balance Report
Inventory: Inventory Valuation Report
Technical
System Requirements
8
Connected 10.3.x System Requirements
Print to PDF Error - macOS Monterey
macOS 11.x Big Sur and/or macOS 12.x Monterey Compatibility
Connected 10.2.x System Requirements
Disable "App Nap" on Mac OS
View all 8
Connected 10.x Update Changes by Version
7
Connected 10.x Version Change Log Summary
Connected 10.3 Change Log - November 2021
Connected 10.2 Change Log - September 2020
Connected 10.1 Change Log
Connected 10.1: Purchase Orders
View all 7
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
5
Data Reorganization: Connected 10.3.03 to 10.3.07
macOS - Map or Remap Local Drive or Folder
Setting a Password Recovery Email
Connected on Demand 10.3.03 Update Notification
Data Reorganization: Connected 10.2.04 to 10.3.03
Third Party Applications
1
Dates Exported from Connected Reports to Excel Don't Match
Importing Data
4
Purchase Detail Import
Customer Payment Import
Customer Item Info Import
General Ledger Imports - Chart of Accounts
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)
Payroll
Connected Online Payroll - USA
2
How to Sign-up for Connected Online Payroll
Importing the Payroll Entry from Connected Online Payroll
Payroll Import
0