What data is added from a Business Contact Manager Account record to a Small Business Accounting customer record

When you add a Business Contact Manager for OutlookAccount record to Small Business Accounting as a customer, the following information from the Account record is added to this customer record.

Note: 

  • Not every field in a record appears as an exact match to its counterpart in the other system. Some fields may be named differently, or their data may not import or export.

  • If you have previously added data from Business Contact Manager for Outlook to Small Business Accounting, only new records are added to Small Business Accounting. Importing data a second time will not change existing records; it will only add new records. To maintain consistency, any changes made to a record that originated in either system should be made in both systems.

Data from a Business Contact Manager for Outlook Account Record that is Added to a Small Business Accounting customer Record

Business Contact Manager for Outlook Account record

Small Business Accounting customer record

Account name

Customer name

Business Street

Business Street

Business City

Business City

Business State/Province

Business State/Province

Business ZIP/Postal code

Business ZIP/Postal code

Business Country/Region

Business Country/Region

Other Street

Other Street

Other Street 2 (not applicable)

Other Street 2 (not imported)

Other City

Other City

Other State/Province

Other State/Province

Other ZIP/Postal code

Other ZIP/Postal code

Other Country/Region

Other Country/Region

Home Street (not exported)

Home Street (not imported)

Home Street 2 (not exported)

Home Street 2 (not imported)

Home City (not exported)

Home City (not imported)

Home State/Province (not exported)

Home State/Province (not imported)

Home ZIP/Postal code (not exported)

Home ZIP/Postal code (not imported)

Home Country/Region (not exported)

Home Country/Region (not imported)

Business phone

Business phone

Other phone

Other phone

Mobile phone

Mobile phone

Assistant phone (not exported)

Assistant phone (not imported)

Business Fax

Business Fax

Other Fax

Other Fax

This is the Mailing Address (check mark)

(not applicable)

Primary Contact Name

(not applicable)

Contact Title

(not applicable)

Contact Business Phone

(not applicable)

Contact Email

(not applicable)

E-mail

Email1

E-mail 2

Email2

E-mail 3

Email3

Web page address

Web page address

Active

Active (selected)

Type of business

(not applicable)

Territory

(not applicable)

Source of lead

(not applicable)

Initiated by

(not applicable)

Comments

(not applicable)

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