Synchronize Money Contact Manager with
Money
You can
synchronize the Money Contact Manager with your list of customers
and vendors in Money so that you don't have to enter the
information twice. Synchronizing adds the existing Money Contact
Manager entries to the list of payees, and adds the Money payees
categorized as customers and vendors to the Money Contact Manager.
- Click Banking, click Account
Tools, and then click Categories &
Payees.
- In the left pane, click Payees.
- In the left pane, under Contact Manager, click
Synchronize Data.
- If Money finds differences between the payee list and the Money
Contact Manager, it will display each item that is different. For
each item, select the option you want, and then click
Next.
- Use latest information. Keep the entry that
has the latest date and time in the Modified
row.
- Use Contact Manager information. Replace the
entry (payee) you made in Money with the contact you added to Money
Contact Manager.
- Use Money payee information. Replace the entry
(contact) you made in Money Contact Manager with the one (payee)
you added in Money.
- Delete both. Delete both the payee and the
contact from both Money and Money Contact Manager.
- Skip this time only. Leave the differences as
they are, but Money will ask you about them again the next time you
synchronize the Contact Manager and Money.
- Skip and don't ask again. Leave the
differences as they are. Money will never again ask you about these
items in any future synchronizing.
- After you select an option for the last item, click
Finish.
Notes
- To designate a contact as a business payee (customer or
vendor), on the Set up your payees page,
double-click the payee, and then select the
Customer or Vendor check box, or
both.
- You can also import and export contacts between Outlook and
Money.