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Knowledge base
General
Getting Started
7
Transaction Record Info
Creating Connected User Accounts and Access Privileges
Year End Checklist
Activating and Using Change Logs
Analysis (Category) Codes
See all 7 articles
Email Documents
4
Getting Started with Email
Email Templates
Emailing a Document (no template)
Batch Emailing
Tips
10
Invoice Refunds
Attaching Files and Documents in Connected
Pinning Transactions
Using and Linking (Attaching) Files to Notes
Correcting or Reversing a Posted Purchase to a Vendor
See all 10 articles
1099 Tax Forms
2
1099 Form Printing
1099-NEC Non-Employee Compensation
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
See all 8 articles
From Our Blog
0
Technical
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
See all 6 articles
Connected 10.x Update Changes by Version
7
Connected 10.2 Change Log - September 2020
Connected 10.2: Inventory Item Images
Connected 10.2: Activating and Using Change Logs
Connected 10.1 Change Log
Connected 10.1: Purchase Orders
See all 7 articles
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
Installation Server
1
ODB Admin - Time Limited Serial Number will Expire
Third Party Applications
1
Dates Exported from Connected Reports to Excel Don't Match
Importing Data
2
Purchase Detail Import
Customer Payment 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)
Reports and Forms
Connected Reports
2
My Reports
Accessing Connected Reports
Form Editor
1
Adding a Logo or Image to a Form
Ledger and Query Windows
2
Ledger Windows
Connected "Views" for Ledger and Query Windows
Payroll Solutions
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
See all 6 articles