About accessing financial data in Business Contact Manager

You can integrate your accounting system with Business Contact Manager for Outlook so that you and your co-workers can access your customers' financial information while using Business Contact Manager for Outlook. The financial information remains in your accounting system.

Important: To integrate your accounting system with Business Contact Manager for Outlook, you must be the database owner for the Business Contact Manager database that is integrated. You may also be required to be an administrator or system administrator on the computer where your accounting system is installed.

For more information about how to integrate your accounting system with Business Contact Manager for Outlook, see Help in your accounting system.

When your accounting system and Business Contact Manager for Outlook are integrated, your Account records are added to your accounting system as customer records, and your product and service items list is also integrated.

Note: Product and service items from the Items list in your accounting system are integrated into the Product and Service Items List in Business Contact Manager for Outlook. Product and service items from Business Contact Manager for Outlook are not integrated into the Items list in your accounting system.

After you integrate financial data by using your accounting system, you can perform the following tasks:

  • View the financial history and financial summary of Account records in Business Contact Manager for Outlook that are linked to your accounting system's customer records. The financial history includes the date, type, and amount of the transaction. The financial summary includes your customers' balance and payment information, a sales summary, and other financial details.

  • Edit individual transaction records as you view the financial history. The edited transaction record is then updated in your accounting system.

  • Update your product and service items list with items from your accounting system so that you have an up-to-date price and inventory list while working with Accounts or Opportunities.

  • Create quotes, sales orders, and invoices from your Accounts and Opportunities.

  • Track billable project tasks, appointments, phone logs, or tasks , and then submit the items to your accounting system so that you can create time entries or bills, or invoice your customers.

  • Create and view time entries from project tasks, appointments, phone logs, or tasks, so that you can pay your employees or invoice your customers.

Note: The preceding features may not be available with your accounting system. For more information, see Help in your accounting system. Currently, supported accounting programs include Microsoft Office Accounting 2008 and 2007, and Microsoft Office Small Business Accounting 2006.

Accessing accounting data by using a shared database

If you have shared your Business Contact Manager database with other co-workers, they can also access any financial data from your accounting system if they are listed as users in your accounting system. For more information about how to grant users access to the financial data, see Help in your accounting system.

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