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Article ID: 935406 - Last Review: September 10, 2011 - Revision: 2.0
A new account that you create in Outlook 2007 with Business Contact Manager does not appear in the active "Customer" list in Accounting Professional or in Accounting Express
When you create a new account in Microsoft Office Outlook 2007 with Business Contact Manager, the account may not appear in the active
Customer list in the following programs:
- Microsoft Office Accounting Professional
- Microsoft Office Accounting Express
This article describes why the account may not appear in the active
Customer list.
By default, new accounts that you create in Outlook 2007 with Business Contact Manager do not appear in the active
Customer list. In Accounting Professional and in Accounting Express, you can see a new account by using one of the following methods:
- Open the new customer account, and then save the new customer account.
- Select the new customer account when you create a new transaction.
Note These methods assume that a new account has been created in Outlook 2007 with Business Contact Manager.
Method 1: Open the new customer account, and then save the new customer account
- In Accounting Professional or in Accounting Express, click Customer List on the Customers menu, and then click Customers.
- On the View menu, click Filter By, and then click All.
- On the File menu, click Save and Close.
- Repeat step 1.
- On the View menu, click Filter By, and then click Active.
Method 2: Select the new customer account when you create a new transaction
Note This method assumes that you create a new invoice. These steps also apply to other transaction types.
- In Accounting Professional or in Accounting Express, click New on the Customers menu, and then click New Invoice.
- In the Customer name field, select the customer account that you created in Outlook 2007 with Business Contact Manager.
- Fill in all the required fields to create a new invoice, and then click Save and Close.
APPLIES TO
- Microsoft Office Accounting Express 2007
- Microsoft Office Accounting Professional 2007
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