Connect Business Contact Manager to a Small Business Accounting company that is set up for multiple users

Multiple users, each with a separate Business Contact Manager database, can connect to a single Small Business Accounting company database when it is configured for multiple users.

The company owner, administrator, or member of the Administrators group sets up the Small Business Accounting company, grants users access to the Small Business Accounting company, and then gives each user the database locator file, also known as the company file. This file has an .sbc file name extension.

Users then connect to the Small Business Accounting company by selecting the database locator file while using Business Contact Manager for Outlook.

Instructions for an administrator to set up a Small Business Accounting company and grant access to multiple users

Note: To perform the following procedure, you must be an administrator, or a member of the Administrators group on the computer where Small Business Accounting is installed. By default the administrator is the company owner.

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.

  1. If you have not already done so, install Small Business Accounting.

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

  3. In Small Business Accounting, grant each user access to the Small Business Accounting company. By default, the administrator is the company owner. For more information about how to grant users access to Small Business Accounting, search for multiple users in Small Business Accounting Help.

  4. Do one of the following:

    • Copy the database locator or company file to a shared folder that is available to the newly added users, and then give these users the file location.

      The company file has a .sbc file name extension. By default, the company file is located in the <Systemroot>\Documents and Settings\<user name>\My Documents\Small Business Accounting\Companies folder.

    • Send an e-mail message to the users, inserting the file as an attachment and instructing the users to save the file to the <Systemroot>\Documents and Settings\<user name>\My Documents\Small Business Accounting\Companies folder on the user's computer.

Instructions for a user to access a Small Business Accounting company that is stored on a different computer

Note: To set up a connection between Business Contact Manager for Outlook and Small Business Accounting, you must be an administrator on the computer where Business Contact Manager for Outlook is installed.

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

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

  3. Under Database Locator File, click Browse to select the database locator or company file provided by your administrator.

    The database locator file contains the name of the computer where the Small Business Accounting company database is stored. The file name has an .sbc file name extension.

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

  5. 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.

  6. Click OK.

  7. 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.

  8. Click Finish.

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