Update payment records

Data in the Payments folder is imported from your accounting data source file. Make changes to your payment data in your accounting program, and then update the payments data in Customer Manager.

To update your payments data:

  1.  Link to your accounting data source file, if you haven't done so already.

    How?

    1. On the Customer Manager Tools menu, click Options.
    2. Click the Accounting Program tab.
    3. Under Accounting Data Files, click Search.

      Note   To narrow your search, click Browse, navigate to the folder you want to search, and then click Open. Click Search.

    4. Under Results, select a file, and then click OK.

      Customer Manager needs an accounting program filter to access data in your accounting data source file. If an accounting program filter is not already installed in your computer, you may need to download one. If so, Customer Manager will prompt you with instructions.

  2. On the Customer Manager Tools menu, click Update Accounting Data.

Note   When you update accounting data, the Customers, Invoices, and Payments folders are all updated.