Accounting and Outlook? Sync-able?

Discussion in 'Accounting Software' started by Uri, Jun 24, 2007.

  1. Uri

    Uri Guest

    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
     
    Uri, Jun 24, 2007
    #1
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  2. "Uri" <> wrote in message
    news:...
    >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.
     
    San Diego CPA, Jun 25, 2007
    #2
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  3. Uri

    Uri Guest

    Re: Accounting and Outlook? Sync-able?

    On Jun 24, 9:03 pm, "San Diego CPA" <> wrote:
    > "Uri" <> wrote in message
    >
    > news:...
    >
    > >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
     
    Uri, Jun 26, 2007
    #3
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