Add a Business Contact Manager Account record to Small Business Accounting as a customer record

You can add an Account record from Business Contact Manager for Outlook to Small Business Accounting as a customer record, which automatically links the Account record to the customer record. Linking accounts to customers means you can view and access financial information that is stored in Small Business Accounting while using Business Contact Manager for Outlook.

The connection between Business Contact Manager for Outlook and Small Business Accounting can only be set up from within Business Contact Manager for Outlook.

To add an Account record as a customer record

  1. Connect to Small Business Accounting.

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

  3. Double-click the account that you want to link, and then click Link to Accounting.

  4. Click Add Account as Customer.

    The Account record is added to Small Business Accounting as a customer record, along with information such as the account name, address, telephone number, fax number, and Web site address. However, communication history items are not added. For more information about completing the Customer form, on the form, click Help.

  5. Click Save and Close.

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