Accountek Solutions Inc

Getting Started 5

• Creating Connected 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
• Attaching Files and Documents in Connected
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes
• Correcting or Reversing a Posted Purchase to a Vendor

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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

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

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