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 type of contact list.
3. Select from the Customer, Employee, or Vendor Contact List.
4. 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
5. 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.
6. Select Refresh report ⟳ to update your contact list.
7. Select Export/Print, then select Export to Excel.

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. Check all rows to help ensure that both the Full Name and Billing Address fields contain data.
5. Delete any rows you won't use in the address field. You don't need both billing and shipping.
6. From the File tab, select Save As.
7. Give your file a new name.
8. 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.