You can import invoice, payment, and customer information from your favorite accounting program into Customer Manager.
To import accounting data, you must first link Customer Manager to the accounting data source file that was created in your accounting program. Then, update Customer Manager.
You only need to link to the accounting data source file once. You might, however, want to update Customer Manager whenever you make changes in your accounting program.
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 might need to download one. If so, Customer Manager will prompt you with instructions.
Customer Manager uses the Microsoft Office Web Components to display imported payment and invoice information. With the Office Web Components, you can create interactive PivotTable lists to analyze your data.