Create a mailing list using the contact list report in QuickBooks Online

Learn how to create a mailing list using the contact list report in QuickBooks Online.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Export your contact list report to Microsoft Excel. You can use it as a template in Word to create a mailing list for your business needs. Here’s how:

Step 1: Export the report to Microsoft Excel

1. Go to Reports (Take me there).
2. Select the Find report by name ▼ dropdown, and enter the name of the contact list report.
3. Select from the Customer, Employee, or Supplier Contact List reports.
4. Select Filter, then set the filter criteria from the available dropdowns ▼. For example, to filter by the names of your contacts:
   • Customer Contact List report: Select Customer to filter on Customer full name column.
   • Supplier Contact List report: Select Supplier name to filter on Supplier column.
   • Employee Contact List report: Select Employee name to filter on Employee column.
5. Select Columns, then drag the columns to reorder them as needed.
   Tip: You can customise your contact list report to change any info or fields.
6. Select Refresh report to update your report.
7. Select Export/Print , then select Export to Excel, and follow the steps to save it.

Step 2: Edit the Excel file

1. Open the Excel file.
2. Delete all header rows from the spreadsheet but keep the column headings.
3. Delete any extra columns to the left of the first column.
4. Make sure that all the data is as per your requirements. For example, in the case of the Customer Contact List report:
   • Check all rows to make sure that both the Full name and Billing address fields contain data.
   • Add, edit, or delete any data as needed.
5. Select Save as.
6. Give your file a new name.
7. Select a folder to save it in, then select Save.

Step 3: Create a mail-merge template in Word

Now, you can use your Excel file to create a mail-merge template in MS Word.

Note: Steps may differ based on the Microsoft version you use.