Customer Manager could not find the accounting program filter required to link my company database to my accounting program.
The correct accounting program filter might not be installed on your computer. To install the accounting program filter, go to the Microsoft Office Web site, and follow the directions on how to download and install the filter.
Note The hyperlink in this topic goes to the Web. You can switch back to Help at any time.
Customer Manager cannot find my accounting data source file.
The file may have been moved or deleted from your computer. To locate a file that has been moved, do the following:
Note To narrow your search, click Browse, navigate to the folder you want to search, and then click Open. Click Search.
The information in Customer Manager is different from the information in my accounting program.
Customer Manager does not automatically update accounting information when the information is changed in the linked accounting program. To update the information in Customer Manager, click Update Accounting Data on the Customer Manager Tools menu.
If the information is still different after you've updated Customer Manager, you may need to change the conflict resolution option.
A conflict results when Customer Manager and the accounting program contain different information with the same name. The conflict resolution option determines whether the changes will be updated in Customer Manager.
If you choose to favor the information in Customer Manager, changes you make in your accounting program will not be updated in Customer Manager. If you choose to favor the information in your accounting program, changes will be updated in Customer Manager.
To set the conflict resolution option in favor of your accounting program information, do the following:
On the Customer Manager Tools menu, click Options.
Click the Accounting Program tab.
Under Conflict Resolution, select the Accounting program data option, and then click OK.