Connected Accounting Videos

Learn more about the Connected Accounting and ERP software for Mac and PC from this selection of videos. Each video covers a specific topic and can be helpful if you are evaluating or already using the product. Bookmark this page as it is updated frequently with information on new releases and other helpful video tips.

 
 

Connected on Demand

In this video:

This video is useful for anyone currently using the Connected desktop application or for those evaluating the Connected software for a hosted deployment.
In this video:
- What is "Connected on Demand" and how does it work.
- How to access Connected on Demand from various platforms (Mac, PC iOS)
- Admin Tools and User Management
- Printing, file management, local file access



Connected on Demand

This video is useful for anyone currently using the Connected desktop application or for those evaluating the Connected software for a hosted deployment.
In this video:
- What is "Connected on Demand" and how does it work.
- How to access Connected on Demand from various platforms (Mac, PC iOS)
- Admin Tools and User Management
- Printing, file management, local file access
WATCH  

Using Inventory Control with Connected

Learn how to take advantage of the advanced inventory features available in Connected.
In this video:
- Set up different types of inventory
- Add/edit BOM's (bills of Materials)
- Custom Price levels, Price Matrix, and Customer Specific Pricing
- Managing lot and/or serial controlled items
- Manufacture inventory by assigning labor, customizing actual usage, and editing BOM's on the fly
WATCH  

Using the Customer Query Window

The Connected Customer Query window, released in version 7.3. Learn how to quickly sort, filter, query, and export, customer data like never before. WATCH  

Leveraging Your Connected Sales Data

Learn how to use the Excel to “Subtotals” function to leverage your Connected Accounting and ERP sales data. WATCH  

Processing Credit Cards with Connected

Learn how to use Authorize.net to process credit cards from within Connected. WATCH  

Customizing Printed Forms

Learn the basic editing of forms such as customer invoices, packing slips, purchase orders, quotes, checks, and customer orders. WATCH  

Field Level A/R Security for Customers and Sales Screens

Learn how specific fields within a customer profile can be made read only for certain users. WATCH  

Configure User Access

Learn how to set user access privileges for each user account in Connected. WATCH  

Using and Linking Files to Transaction Notes

See how to use the Connected "Notes" feature and also how to attach and link external files to notes. WATCH  

Adding a Signature to a PO

Use Mac OS Preview to add digital signatures to documents, like Purchase Orders. WATCH  

Connected Data Exchange

Learn how to auto import and export select data. WATCH  

Batch E-Mail Customer Statements

This short video demonstrates how to email a batch or group of customer statements using Connected 7.2 on Mac OS 10.9. WATCH  

Form Export/Import

Export customized forms, such as invoice layouts, and import them into a different Connected data file. WATCH  

Issuing Electronic Payments to Vendors

This video demonstrates how a business can handle a batch of electronic payments mixed with traditional printed checks. WATCH  

Mac and PC Accounting Software: Introduction to Connected

Learn more about the Connected Accounting and ERP software for Mac and PC in this intro video. WATCH  

Using Ledger Lookups

This video shows how to use the lookup list windows in Connected called ledgers. See how to view and take action on Customer Orders, Customer Quotes, Production/Manufacture requests, and Purchase Orders. WATCH