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When you connect Microsoft Office Outlook 2007 with Business Contact Manager with Microsoft Office Accounting, financial information from the accounting system is easily accessible while using Business Contact Manager for Outlook. This enables you to streamline your sales process and maintain consistency between your Account records in Business Contact Manager for Outlook and your Customer records in Office Accounting.

You can create quotes, sales orders, and invoices directly from your Account and Opportunity records in Business Contact Manager for Outlook. The quotes, sales orders, and invoices are stored in Office Accounting, but easily viewed in Business Contact Manager for Outlook.

Watch this short demo to learn more about how to create quotes, sales orders, and invoices.

How to do it (text version)

Articles

• Create quotes, sales orders, or invoices from Opportunity records in Business Contact Manager
• Create quotes, sales orders, or invoices from Account records in Business Contact Manager
• About accessing financial data in Business Contact Manager
• View the financial history and financial summary of an Account record in Business Contact Manager

Demo

• Demo: Turn Opportunities into Realities

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