Troubleshoot linking data from an accounting program

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.

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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:

  1. On the Customer Manager Tools menu, click Options, and then click the Accounting Program tab.
  2. 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.

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

The information in Customer Manager is different from the information in my accounting program.

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:

  1. On the Customer Manager Tools menu, click Options.

  2. Click the Accounting Program tab.

  3. Under Conflict Resolution, select the Accounting program data option, and then click OK.