Link a Business Contact Manager Account record to a Small Business Accounting customer record

By creating a link between an Account record in Business Contact Manager for Outlook and a customer record in Small Business Accounting, you can access and update financial information about this Account while using Business Contact Manager for Outlook.

To link an Account record to a customer record

  1. Connect to Small Business Accounting.

  2. In Business Contact Manager for Outlook, on the Business Contact Manager menu, click Accounts.

  3. Double-click the Account that you want to link.

  4. Click Link to Accounting.

  5. In the Link Account to Customer dialog box, click the customer name.

  6. To view more information about the selected customer, click Customer Details.

  7. Click Save and Close.

    For more information about the customer record, see Small Business Accounting Help.

Note: Although an account and customer record are linked, editing the address, business phone number, fax number, or contact in one system does not update the record in the other system. You should update the record in both systems. For more information about the account data that is added to a customer record, see What data is added from a Business Contact Manager for Outlook Account record to a Small Business Accounting customer record.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×