About accessing financial data in Business Contact Manager
Outlook 2007 with Business Contact Manager
Important To integrate your accounting system with Business Contact Manager for Outlook, you must be the database owner (database owner: The person who created the database, and has full control, including granting access permissions or deleting records. When a database has been restored, then the person who restored it becomes the owner.) for the Business Contact Manager database that is integrated. You may also be required to be an administrator (administrator: The person in charge of managing a Windows computer. The administrator is responsible for installing software, assigning passwords, and managing files.) 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 (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.) are added to your accounting system as customer records, and your product and service items (product and service items: Goods and services that you purchase or sell, or offer for purchase or sale.) 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.
March 16th, 2009 at 12:38 am
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March 16th, 2009 at 2:26 am
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Sorry… forgot to say great post - can’t wait to read your next one!