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Accounting and Outlook? Sync-able?

 
 
Uri
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      06-24-2007, 07:01 PM
I am looking to manage my small business acounting, in sync with my
contacts and calendar which I use in Outlook (07 w/ Business Contact
Manager). I also use Microsoft Accounting program.

I.e. I'd like program to auto-detect appointment in calendar, the
clients name and automatically process billing for that appointment
with requiring full-re-entry of data in accounting program.

Any leads?

Uri


 
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San Diego CPA
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      06-25-2007, 01:03 AM

"Uri" <(E-Mail Removed)> wrote in message
news:(E-Mail Removed)...
>I am looking to manage my small business acounting, in sync with my
> contacts and calendar which I use in Outlook (07 w/ Business Contact
> Manager). I also use Microsoft Accounting program.
>
> I.e. I'd like program to auto-detect appointment in calendar, the
> clients name and automatically process billing for that appointment
> with requiring full-re-entry of data in accounting program.
>
> Any leads?
>
> Uri
>
>


Based on how your question is worded, I'm not entirely clear on exactly what
you're trying to do, however, if you're using both Outlook & MS Office
Accounting Professional 2007, there is tight integration between the
accounting software & entire MS Office suite including Outlook & Contact
Mgr. If you're using something higher up the MS Accounting lineup (e.g.,
something in Dynamics family), I'm not sure of the level of integration.


 
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Uri
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      06-26-2007, 12:32 AM
On Jun 24, 9:03 pm, "San Diego CPA" <(E-Mail Removed)> wrote:
> "Uri" <(E-Mail Removed)> wrote in message
>
> news:(E-Mail Removed)...
>
> >I am looking to manage my small business acounting, in sync with my
> > contacts and calendar which I use in Outlook (07 w/ Business Contact
> > Manager). I also use Microsoft Accounting program.

>
> > I.e. I'd like program to auto-detect appointment in calendar, the
> > clients name and automatically process billing for that appointment
> > with requiring full-re-entry of data in accounting program.

>
> > Any leads?

>
> > Uri

>
> Based on how your question is worded, I'm not entirely clear on exactly what
> you're trying to do, however, if you're using both Outlook & MS Office
> Accounting Professional 2007, there is tight integration between the
> accounting software & entire MS Office suite including Outlook & Contact
> Mgr. If you're using something higher up the MS Accounting lineup (e.g.,
> something in Dynamics family), I'm not sure of the level of integration.



Thanks for your reply. I apologize for the poor wording, but you got
what I was going for.

If you use these programs in MS Office Suite - I'd appreciate tips.
How can I not only import Outlook contacts, but actually sync the
Accounting with my BCM application and calendar function in Outlook.

Uri




 
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