Accountek Solutions Inc

Getting Started 11

• Get Help - Intro to Connected Support
• 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

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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

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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

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

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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

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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 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

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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

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

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

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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

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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 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)

Connected Online Payroll - USA 2

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

Payroll Import 0