Integrate Product and Service Items from your accounting system into Business Contact Manager

When you connect Business Contact Manager for Outlook to Small Business Accounting, Product and Service Items from Small Business Accounting are automatically added to your Business Contact Manager for Outlook Product and Service Items List. This way, you can keep your inventory and prices up to date in one system so that everyone in your company is using the same information.

Product and Service Item lists are also useful when Opportunities turn into completed sales. For more information about Product and Service Items, see About Product and Service Items.

If you already have information in your Product and Service Items List in Business Contact Manager for Outlook, the items from the Small Business Accounting list are added to the existing Business Contact Manager for Outlook list.

Update your Product and Service Items List with data from Small Business Accounting

  1. Connect to Small Business Accounting.

  2. In Microsoft Office Outlook, on the Business Contact Manager menu, click Product and Service Items List.

  3. In the Product and Service Items dialog box, click Refresh.

Note: 

  • Yes appears in the External column of the Product and Service Items List when the item is added from Small Business Accounting.

  • Each time you update the Product and Service Items List from Small Business Accounting, any existing Small Business Accounting items are overwritten by the list from Small Business Accounting. Any items that you manually added to the Product and Service Items List are not changed.

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