Update accounting data

Customer Manager does not automatically update payment and invoice information. You must make changes in your accounting data source file, and then update the data in Customer Manager.

To update accounting data in Customer Manager:

  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 on 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.