
Create a mailing list using the contact list report
by Intuit•12• Updated 1 month 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:
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Step 1: Export the report to Microsoft Excel
- Go to Reports (Take me there).
- Select the Find report by name â–Ľ dropdown, and enter the type of contact list.
- Select from the Customer, Employee, or Vendor Contact List.
- Select Filter, then from the Filter by ▼ dropdown, select the filters you need, ‌such as filters for the names of your contacts. Example:
- Customer Contact List: Full name
- Vendor Contact List: First name and Last name
- Employee Contact List: Employee name
- Select Columns, then drag the fields to reorder them as needed.
Tip: You can customize your contact list report to change any info and fields. - Select Refresh report âźł to update your contact list.
- Select Export/Print, then select Export to Excel.
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.
- Check all rows to help ensure that both the Full Name and Billing Address fields contain data.
- Delete any rows you won't use in the address field. You don't need both billing and shipping.
- From the File tab, 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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