Need more options for integrating accounting with outlook contact
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Need more options for integrating accounting with outlook contact         


Author: JoelHaggar
Date: Jun 8, 2007 08:37

Problem: MS Accounting only integrates to Business Contact Manager under
"Accounts". "Accounts" don’t sync to a PDA.

Suggestion: Allow options to integrate Accounting to either "Accounts" or
"Business Contacts" in Business Contact Manager.

And/or Allow Accounts to be synced to a PDA.

I just forked out a lot of money for the whole Microsoft package for the
reason of being able to share data between all my programs. I actually
switched from QuickBooks (which is a much better program) to Microsoft
accounting simply so I could easily sync my info and have my customer
contacts with me on my PDA phone.

I am very disappointed in Microsoft at this point and feel this problem
needs to be fixed ASAP or I feel there advertising has been very misleading.

Thanks,

----------------
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Re: Need more options for integrating accounting with outlook contact         


Date: Jun 8, 2007 13:20

Joel,

This bizarre and potentially confusing design quirk that BCM / Office
Accounting presents an end user is something I wrestled with initially myself.
I have all the empathy in the world for your post to start this thread.
Looking at strictly the "Contact-management" function of BCM, the Account
Record is encouraged by MS to be used as an "all-in-one" repository to join
various Business Contacts into a "super-contact" record whereby all the
linked contact history conveniently rolls up into the one central Account
record location. Life is good so far. (as long as you don't need to link a
Business Contact to more than 1 Account Record!!!) The above is what I
personally think of and refer to as the "Super Business Contact" function of
the Account record.

Now comes the second tricky part: This second part I personally think of and
refer to as the "Accounting function" of the Account record. The BCM Account
record is the only current item through which...
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Re: Need more options for integrating accounting with outlook cont         


Author: WightByte
Date: May 7, 2008 00:47

Just stumbled across you post and although I do not profess to understand
some of the contecnt, I am struggling with what I consider would have been
one of the basic functions of Outlook/BCM/MSAccounting and that is once I had
installed BCM and integrated it into MSAccounting, I would be able to select
a client in MSAccounting from the Outlook Business Contacts. I have tried
several installation methods with the assumption that I am doing something
fundementally wrong but all to no avail. My hopes to switch from QuikBooks
are being dashed a t the moment. Any input here would be greatly appreciated
as I am losing sleep over this now. :)

"mrtimpeterson via OfficeKB.com" wrote:
> Joel,
>
> The "upset" does subside over time with MS. The crazy-maker is that you even
> have to be able to figure this out in the first place!
>
> Another suggestion for you (and I will be brief...
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Re: Need more options for integrating accounting with outlook cont         


Date: May 7, 2008 11:45

WightByte,

Don't lose sleep over these design flaws. Just recognize that BCM and MS
Accounting are NOT seamlessly integrated currently despite what any marketing
documentation may imply. The linkages allowed are very limited and poorly
thought out. The overall concept to this CRM solution needs more work and
far better coordination from the MS bureaucracy. I can recommend some
alternatives to consider if you need to go back to using Quickbooks. Check
out these 2:

www.avidian.com
www.teamscope.com

Best wishes,

-THP
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Re: Need more options for integrating accounting with outlook cont         


Author: William Stacey [C# MVP]
Date: May 7, 2008 19:24

In Customers view (in SBA). Make sure you have "Current View: All" selected
in upper right. This will show you all the Accounts (not contacts) in BCM.
You can then open a contact and click save and close. This "activates" the
contact in terms of SBA. Account created in BCM will show up right away as
long as you view All and not just "Active". hth
--wjs

"WightByte" discussions.microsoft.com> wrote in message
news:A9966FCF-2B3B-4502-B5AC-F4781F3FACA7@microsoft.com...
> Just stumbled across you post and although I do not profess to understand...
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Re: Need more options for integrating accounting with outlook cont         


Author: devilgas
Date: Sep 20, 2008 09:44

Thats what I needed, thank you sooooooooooooooo much

"William Stacey [C# MVP]" wrote:
> In Customers view (in SBA). Make sure you have "Current View: All" selected
> in upper right. This will show you all the Accounts (not contacts) in BCM.
> You can then open a contact and click save...
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