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Create a mailing list using the contact list report in QuickBooks Online
by Intuit•1• Updated about 3 hours ago
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 ![]() |
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
- Go to Reports (Take me there).
- Select the Find report by name ▼ dropdown, and enter the name of the contact list report.
- Select from the Customer, Employee, or Supplier Contact List reports.
- 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.
- 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. - Select
Refresh report to update your report.
- Select Export/Print
, then select Export to Excel, and follow the steps to save it.
Step 2: Edit the Excel file
- Open the Excel file.
- Delete all header rows from the spreadsheet but keep the column headings.
- Delete any extra columns to the left of the first column.
- 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.
- Select Save as.
- Give your file a new name.
- 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.
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