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.
To import accounting data, do both of the following:
Link to your accounting data source file
Note To narrow down your search, click Browse, navigate to the folder you want to search, and then click Open. Click Search.
Customer Manager needs a filter to access data in your accounting data source file. You may need to download the accounting program filter if it is not already installed on your computer. If so, Customer Manager will prompt you with instructions.
Update your accounting data