Saturday, November 11, 2017

Link Account to Customer in Business Contact Manager

Link Account to Customer in Business Contact Manager

Type or select a customer name   Type the name of the Small Business Accounting customer you want to link to this account, or click the name of a customer in the list.

Customer Details   Select a customer in the list, and then click Customer Details to see the information about this customer.

Add Account as Customer   Click to add the selected account as a Small Business Accounting customer.

Unlink   Click to remove the link between the selected account and the Small Business Accounting customer.

Note: To access the Link Account to Customer     dialog box, on the Business Contact Manager menu, click Accounts. Double-click the Account record that you want to open. On the Ribbon, click Link to Accounting.

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