Troubleshoot accessing accounting data in Business Contact Manager

I received a message stating that SQL Server does not exist, the service is stopped, or access is denied

  • The Microsoft SQL Server 2005 Express service that hosts the Small Business Accounting company database is stopped. The owner or administrator of the computer where the Small Business Accounting company database is stored must restart the SQL Server 2005 Express service.

  • The computer where the Small Business Accounting company database is stored is inaccessible due to network connectivity issues. Check the network connection to the computer where the Small Business Accounting company database is stored.

  • A firewall on the computer that the Small Business Accounting company database is located on is preventing access. Check the firewall settings on the computer where the Small Business Accounting company database is stored.

  • You do not have permission to access the Small Business Accounting company database. Check with the owner of the Small Business Accounting company database.

  • The Small Business Accounting connection information is invalid. Verify that a Small Business Accounting company database exists on the specified computer.

  • Network protocols have not been enabled for SQL Server 2005 Express on the computer where the Small Business Accounting company database is stored. Network protocols must be enabled to allow access to a Small Business Accounting company database that is stored on another computer .

I received a message stating that SQL Server cannot open the database for the requested log in

  • Verify with the owner of the Small Business Accounting company database that you have been granted permission to access Small Business Accounting.

I received a message stating that I do not have the permissions required to log on to the Small Business Accounting system

  • Verify with the owner of the Small Business Accounting company database that you have been granted permissions to access Small Business Accounting.

  • If Small Business Accounting is installed on a computer that is a part of a workgroup, make sure that the computer where the Small Business Accounting company database is stored does not have Simple File Sharing enabled.

  • If Small Business Accounting is installed on a computer that is part of a workgroup, make sure that your passwords match between your local computer and the computer where the Small Business Accounting company database is stored.

I modified the phone number of an Account or Business Contact record and do not see the changes in the linked customer record in the accounting system

Although there is a link between a customer and an Account record, data changes are not shared from one system to the other. You can open the linked record and enter changes in each system, or use one system as your primary focus for contact information.

I reimported data, but do not see the changes that I made to a record in Small Business Accounting reflected in the corresponding record in Business Contact Manager for Outlook

Importing data is a one-time only process. Importing data a second time will not change existing records; it will only add new records. To maintain consistency, any changes to existing records in either Business Contact Manager for Outlook or Small Business Accounting must also be made in the other.

I can't access the Small Business Accounting company database that I had connected to previously

If you had a connection initially to an accounting company that is located on a different computer than the computer that you are working on, and now can't access the accounting database, one of the following conditions may apply:

  • Verify the following with the database owner or the administrator for that computer: the computer is turned on, the company database still exists, and you still have permission to access the company database and the computer where the company database is stored.

  • If you are working on a laptop computer that is currently disconnected from the network, but was previously connected to a company database that is stored on a computer other than the one that you are working on, you can only connect to the company database when you are actually logged on to the network. You must wait to do tasks that require being connected to accounting until you log on to your network.

I want to import all my Accounts, including my Business Contacts, into my accounting system

To create new Small Business Accounting customers from Accounts in Business Contact Manager for Outlook, open each Account record, click the Link To Accounting button, and then click the Add Account as Customer button. This creates a new customer with contact information from the Account, and links the Account record to the new customer record.

I want to back up all my Business Contact Manager for Outlook and Small Business Accounting data. What's the best way to do this?

Because the data you are using may be stored in Outlook, Business Contact Manager for Outlook, or Small Business Accounting files, you should back up data in each system to have the most complete information. We recommend that you schedule regular backups at approximately the same time for Outlook, Business Contact Manager for Outlook, and Small Business Accounting. Then, if you have to restore data, it can be restored from the same starting point.

I have been added as a user to a shared database that has a connection to the accounting system, but I can't access financial data, and I get errors when I open Outlook or records such as Accounts

Verify that the database owner or administrator for that computer has granted you access to both the company database and the computer where the database is stored. For more information about user management, see Small Business Accounting Help.

I want to invoice my customer for time used by several employees in an onsite meeting, but am unsure how to record the time entry from an Outlook meeting

Have each employee create a time entry for his or her own time, and then consolidate the entries in the invoice sent to the customer.

I want an Opportunity record to reflect the price levels set in my accounting system to give the correct per-customer pricing that is set up

When you create an Opportunity record and add the product or service items that the customer is interested in, you can use the record to help you prioritize your sales efforts. Opportunity records are different than the quotes you generate from your accounting system, although you can start the process of generating a quote from an Opportunity. When you generate a quote from the accounting system, it can include information about taxes and other price level adjustments such as discounts, inventory on hand, and so on. You can send this quote to your customer.

I cannot see tasks that are marked as Billable in the Submit Billable Time dialog box

Ensure that the task has a Start Date that is within the time range of the Look For: box, or submit a time entry directly from a task, appointment, or phone log by using the Submit Billable Time button on the Business Contact Manager toolbar.

I want to submit time entries at intervals for a recurring series of meetings

Create a time entry after opening each occurrence of a meeting, not the meeting series itself.

I can no longer use some of my accounting features, such as the Convert To menu

If your administrator changes your user role in Small Business Accounting from, for example, Salesperson to Accountant, while you are using Business Contact Manager for Outlook, some accounting features become unavailable.

In Small Business Accounting, the role that is assigned to a user also sets user permissions.

If your new role still provides the user permissions to change data in the accounting system, close and then reopen Outlook to resume using the accounting features. If the accounting features continue to be unavailable, contact your administrator to check your user permissions.

I see different currency symbols in Business Contact Manager for Outlook than those in Small Business Accounting, although the components are connected

The locale settings on the computer running Business Contact Manager for Outlook determine the currency symbols that are displayed for it. If Small Business Accounting is configured to use a different currency symbol (or currency code) than the computer where Business Contact Manager for Outlook is installed, these two systems can display different currency symbols.

Change the regional settings on the computer running Business Contact Manager for Outlook to match the currency setting in Small Business Accounting.

How?

Windows XP

  1. On the Start menu, click Control Panel.

  2. Double-click Regional and Language Options.

  3. On the Regional Options tab, click the setting that matches the currency symbol in Small Business Accounting.

Windows Vista

  1. Click the Start button, and then click Control Panel.

  2. Under Clock, Language, and Region, click Change the system language.

    Note: In Classic view, double-click Regional and Language Options.

  3. On the Formats tab, in the Regional Options dialog box, click the setting that matches the currency symbol in Small Business Accounting.

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!

×