Microsoft KB Archive/835317

= How to update an existing customer's address and telephone number in Business Contact Manager and in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007 =

Article ID: 835317

Article Last Modified on 10/23/2007

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APPLIES TO


 * Microsoft Office Accounting Professional 2007
 * Microsoft Office Accounting Express 2007
 * Microsoft Office Small Business Accounting 2006
 * Microsoft Office Small Business Management Edition 2006
 * Microsoft Office Outlook 2003 with Business Contact Manager

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INTRODUCTION
This article describes two methods that you can use to update an existing customer's address and telephone number in Microsoft Office Business Contact Manager and in Microsoft Office Small Business Accounting, in Microsoft Office Accounting Professional 2007, or in Microsoft Office Accounting Express 2007.



MORE INFORMATION
You can manually change the customer's information separately in Business Contact Manager and in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007. Or, you can change the customer's information in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007, and then import the data from this program into Business Contact Manager.

Note These methods assume that Business Contact Manager has been integrated with Small Business Accounting, with Accounting Professional 2007, or with Accounting Express 2007, and that the customers' records have been imported into Business Contact Manager from Small Business Accounting, from Accounting Professional 2007, or from Accounting Express 2007.

Method 1: Manually change an existing customer's information separately in Business Contact Manager and in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007

 * 1) In Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007, point to Customer Lists on the Customers menu, and then click Customers.
 * 2) Double-click the customer whose address and telephone number you want to update.
 * 3) In the Customer dialog box, there is an Addresses pane and a Phone and fax numbers pane. Change the address and the telephone number of your customer.
 * 4) Click Save and Close.
 * 5) Click Start, point to All Programs, point to Microsoft Office, and then click Microsoft Office Outlook.
 * 6) If you are prompted, select the profile for Microsoft Office Business Contact Manager.

Note If Business Contact Manager has been installed, the Business Tools menu is on the Outlook menu bar.
 * 1) On the Business Tools menu, click Accounts.
 * 2) Double-click the account that you want to change.
 * 3) In the Accounts dialog box, there is an Address pane and a Phone Numbers pane. Change the address and the telephone number of your customer.
 * 4) Click Save and Close.

=== Method 2: Manually change an existing customer's information in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007, and then import the information into Business Contact Manager ===

Note After the customer's information is updated in Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007, you must permanently delete the record from Business Contact Manager before you can re-import the information. When you permanently delete the record in Business Contact Manager, you will lose all existing links to accounting or to other records.
 * 1) In Small Business Accounting, in Accounting Professional 2007, or in Accounting Express 2007, point to Customer Lists on the Customers menu, and then click Customers.
 * 2) Double-click the customer whose address and telephone number you want to update.
 * 3) In the Customer dialog box, there is an Addresses pane and a Phone and fax numbers pane. Change the address and the telephone number of your customer.
 * 4) Click Save and Close.
 * 5) Click Start, point to All Programs, point to Microsoft Office, and then click Microsoft Office Outlook.
 * 6) If you are prompted, select the profile for Microsoft Office Business Contact Manager.
 * 7) On the Business Tools menu, click Accounts.
 * 8) Select the account that you want to update.
 * 9) Press DELETE on the keyboard to delete the account.
 * 10) On the Go menu, click Folder List. Expand the Business Contact Manager node, click Deleted Items, and then click OK.
 * 11) In the Deleted Items pane, click the account you want to delete. Then, press DELETE. Click Yes when you are prompted with the question of whether you want to permanently delete the selected items.
 * 12) On the Business Tools menu, point to Accounting Tools, and then click Import Accounting Data.
 * 13) In the Import Data from Small Business Accounting dialog box, click to clear the Include Contacts check box if you do not want to import business contacts from Small Business Accounting, from Accounting Professional 2007, or from Accounting Express 2007 to Business Contact Manager. Click Next.
 * 14) After you receive the message that states that you have successfully imported your data, click Close.

Additional query words: howto in SBA BCM

Keywords: kbhowto kbmbsmigrate KB835317

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