If you are
setting up a new Money file, you can save time by importing your
contacts from Microsoft Outlook into Money so you don't have to
enter them individually. If you have customers and vendors already
set up in Money, you can export them to your Outlook Contacts so
you have their contact information easily available while you work
Do one of the following:
To import contacts from Outlook to Money, click
File, click Import, and then
click Import Outlook Contacts.
To export your payees from Money to Outlook, click
File, and then click Export Payees to
The Money Contact Manager is theMoney electronic address book.
You can use it to manage the contact information for your payees,
customers, and vendors. The Money Contact Manager is available even
when you aren't working in Money. When you synchronize the Contact
Manager and Money, the information in each place is updated so that
it is the same in both. For more information, see About the Money
Microsoft Outlook is a separate Microsoft program you can use to
manage contacts, scheduling, and communications, such as e-mail. If
you use Outlook, importing information from Outlook to Money or
exporting information from Money to Outlook makes it easy to work
with your customer and vendors accounts in Money and communicate
with your customers and vendors using Outlook. Importing or
exporting helps you keep the information about your contacts and
payees current in both places.
If Money encounters an error during the import or export
process, it skips the entry that created the error. To include the
contacts or payees that are missing, manually add them to Outlook
or to Money.
After an import or export has been completed, you cannot undo
it. To make changes after an import or export, you will need to
delete the entries you do not want.
When payees are exported to Outlook, Money exports only those
payees marked as customers or vendors. When you import contacts to
Money, Money marks them as customers or vendors based on the
information in your Outlook Contacts. After the import or export is
finished, you may need to edit or delete some of the contacts or
payees to ensure that your list is correct.