ConnectNow Accounting End-of-Year Resources



Join us for a live webinar on ConnectNow Accounting EOY. We'll cover the checklist of to-do items and give you a tour of how to run EOY in Ledger and Payables. We'll also discuss Forms W-2, 941, and 1099. See the processes, ask questions, and breeze through January with confidence.

Schedule & Register

Tuesday Jan. 17, 2 PM EST   

Can't attend? Register to receive a link to access the recorded webinar (recorded session will be available on or after Jan. 17).


This checklist outlines the steps you'll want to complete as part of your End-of-Year (EOY) reports and processes in ConnectNow Accounting. Step-by-step instructions are available in the videos on the right.

Ledger and Payables

  1. Print End-of-Year reports (watch video).
  2. Process End-of-Year (watch video).


  1. Complete final payroll of the year.
  2. Set up W-2s.
  3. On the W-2s Employee Information page, click the Reprocess All button.
  4. Print W-2 review report and edit W-2 information as needed.
  5. Print W-2s.
  6. Electronically file W-2s (optional)



Click video title to view.

High-speed Internet is required.

Payroll: W-2s and End of Year Processing (16:33)

This video will walk you through the W-2 setup, employee processing, and W-2/W-3 printing and electronic filing… everything you’ll need to successfully file your payroll end of year reports!

W-2 Employee or 1099 Contractor? (4:33)

Unsure if you need to report your worker as a W-2 Employee or a 1099 Contractor? This short video will help you understand how the IRS classifies and differentiates between an employee and contractor.

Ledger & Payables: 1099/1096 Reporting Requirements and Processing (12:11)

This helpful video will refresh your memory from last year on how to prepare your vendors and print your 1099’s and 1096’s at the end of the calendar year.

Ledger & Payables: End of Fiscal Year(14:05)

This video will show you how you can process the end of the fiscal year in your Ledger & Payables system. If your fiscal year ends in December, watch this video in January; if your fiscal year ends in June, watch it in July.

Ledger & Payables: Budget Entry - Part 1 (4:59)

How to enter and edit your budget information. Part 1 goes through the manual steps of editing through ConnectNow.

Ledger & Payables: Budget Entry - Part 2 (8:37)

This video focuses on the new Export and Import budget feature in ConnectNow Accounting

Form Alignment (5:24)

Are your W2's, W3's or 1099's not lining up correctly? We will take a look at the 3 major Internet Browsers and a tips on getting those forms aligned correctly.

Transferring Funds Between Bank Accounts (4:24)

This video shows example of both correct and incorrect ways to transfer funds via ConnectNow Accounting.


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