Connect a shared Business Contact Manager database to Small Business Accounting

You can allow your co-workers to access financial information stored in Small Business Accounting by sharing your Business Contact Manager database and then granting your co-workers access to your Small Business Accounting company database.

Note: 

  • By default, your Business Contact Manager database is not shared. For more information about sharing your database, see Sharing your Business Contact Manager data with other users.

  • To perform the following procedure, you must be the database owner, an administrator, or a member of the Administrators group on the computer where Business Contact Manager for Outlook is installed, and on the computer where Small Business Accounting is installed.

How can I find out if I'm an administrator?

  1. On the Windows taskbar, click Start, and then click Run.

  2. In the Run dialog box, in the Open box, type lusrmgr.msc, and then click OK.

  3. In the Local Users and Groups window, click Groups.

  4. Double-click Administrators.

Note:  You are an administrator if you, or a group you belong to, is listed as a member of the Administrators group.

How can I log on as an administrator?

To log on as an administrator or a member of the Administrators group, follow the instructions for your operating system.

Microsoft Windows XP Professional or Microsoft Windows XP Home Edition

  1. On the Windows taskbar, click Start, click Log Off, and then click Log Off.

  2. To log on as administrator, do one of the following:

    • On the Welcome screen, click the user account icon for your administrator user account.

    • On a domain, press CTRL + ALT + DELETE, and then type the account information for your administrator user account.

      Note: If you can log on to more than one computer, click the Options button and in the Log on to field, select <computer name> (this computer) , where <computer name> is the name of the computer where the database is located.

To connect a shared database to Small Business Accounting

  1. If you have not already done so, share your Business Contact Manager database. For more information about how to share your database, see Sharing your Business Contact Manager data with other users.

  2. Install Small Business Accounting.

  3. Create a Small Business Accounting company. For more information about how to set up a company, see the Small Business Accounting Startup Wizard.

  4. In Small Business Accounting, add each user (including the company owner) to Small Business Accounting. By default, the administrator is the company owner. For more information about how to add users to Small Business Accounting, see manage users in Small Business Accounting Help.

  5. In Outlook, on the Business Contact Manager menu, point to Accounting, and then click Set up Connection to Accounting.

  6. In the Set up Connection to Accounting System dialog box, click Connect.

  7. Under Location of your accounting database, click Browse.

    The database locator file contains the name of the computer where your Small Business Accounting company database is stored.

  8. In the Open dialog box, click the database locator file, and then click Open.

  9. The computer name where the Small Business Accounting company database is stored and the name of the company are automatically added to the appropriate boxes.

  10. Click Next.

  11. On the Import Business Data page, click one of the following options:

    • Click Import business data to connect to your Small Business Accounting company and import the business data. Your data includes importing Customers as Accounts, and importing your Contacts.

      Small Business Accounting customers are added to Business Contact Manager for Outlook as Accounts. The Account and customer record are linked.

    • Click Do not import business data to connect to Small Business Accounting without importing Customers as Accounts and Contacts.

      You can import Customers and Contacts at a later time.

  12. Give each user to whom you have granted access to your shared database the instructions for connecting to a shared database.

Note: Users who can access a shared database and who have been added to Small Business Accounting can automatically access financial data stored in Small Business Accounting.

Each user who has been granted access to a shared Business Contact Manager database that is connected to a Small Business Accounting company must connect to the shared database by completing the following procedure

Note: Users who are added to Small Business Accounting are not required to be members of the Administrators group in order to connect to a shared database and access Small Business Accounting.

  • Connect to the shared database.

    How?

    If you are using Business Contact Manager for Outlook for the first time

    1. Install Business Contact Manager for Outlook.

    2. Open Outlook.

    3. In the Startup wizard, click Select an existing database.

    4. Click Connect.

      Note: If you do not know the computer name or the database name, contact your administrator.

    5. In the Database name box, click the name of the shared database.

    6. Click Next, and then click Finish.

    If you have already installed Business Contact Manager for Outlook

    1. Close Outlook.

    2. On the Windows taskbar, click Start, and then click Control Panel.

    3. In Control Panel, click Mail.

    4. In the Mail Setup dialog box, click Data Files.

    5. In the Outlook Data Files dialog box, click Business Contact Manager, and then click Settings.

    6. In the Startup Wizard, click Select an existing database.

    7. In the Computer name box, type the name of the computer where the shared database is stored, and then click Connect.

      Note: If you do not know the computer name or the database name, contact the person who created the database for this information.

    8. In the Database name box, click the name of the shared database.

    9. Click Next, and then click Finish.

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