Add all Account records from Business Contact Manager to Small Business Accounting Customer records

You can simultaneously add all Account records to Small Business Accounting Customer records by exporting the account records as a .csv file and then importing this file into Small Business Accounting.

To add all Account records to Small Business Accounting Customer records

  1. Export Account records from Business Contact Manager for Outlook as a .csv file

    1. In Outlook, on the File menu, point to Import and Export, and then click Business Contact Manager for Outlook.

    2. In the Business Data Import and Export wizard, click Export a file, and then click Next.

    3. Click Comma Separated Values (.csv), and then click Next.

    4. Click one of the options in the Select data you want to export box.

    5. Do the following:

      • In the File to export box, type a path and file name for the file.

        Note: The default full path is C:\Documents and Settings\<user name>\My Documents\ExportFile.csv

      • Under Business folder to export, click Accounts, and then click Next.

    6. Click Next.

      Business Contact Manager for Outlook exports the Account records and creates the file.

    7. Click Close.

  2. Import the .csv file into Small Business Accounting

    1. In Small Business Accounting, on the File menu, point to Utilities, and then click Import.

    2. Click Comma Separated Values (.csv), and then click OK.

    3. Follow the instructions in the Import Data Wizard.

      Note: For more information about how to import a file into Small Business Accounting, see Small Business Accounting Help.

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