Get 50% OFF QuickBooks for 3 months*
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
Monica33
Level 1

How do you create customer mailing address labels in QB online?

 
2 Comments 2
MirriamM
Moderator

How do you create customer mailing address labels in QB online?

Hi there, Monica33.

 

Right now, creating a customer mailing address in QuickBooks Online (QBO) isn't an option. For the time being, you can use the custom fields.

You can create one by going to the Custom fields menu. 

 

Let me show you how:

  1. Go to the Gear icon at the top.
  2. Select Custom fields.
  3. Click the Add field button.
  4. Set the Name to Customer mailing address or similar. 
  5. Check the All Sales forms box.
  6. Toggle the Print on forms to On.
  7. Click Save.

 

I can see how this feature would be useful since it provides various tasks that need to be done. Please know that you can always submit a feature request to our product developers. Sharing features and options that you would like implemented is how our engineers look for new product updates.

 

To send feedback, follow the below steps:

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

 

To learn more about personalizing transactions, see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For additional information, let me share some resources that you can browse and use as a reference in managing and navigating around your QuickBooks account.

 

 

Feel free to reach out to me if you need anything else. I'll be here to help. Have a good one!

KimMcCPA
Level 6

How do you create customer mailing address labels in QB online?

I checked a previous post, saw that producing labels involved QBO export to Excel, and then use of the Mailings tab in MSWord.   I stepped through these instructions myself, they work!

 

In QBO:

Reports > Customer contact list

Customize

Change columns

Unselect all but Customer and Billing Address

Run report

Export to Excel

Open file in Excel

Remove headers and any blank columns to the left of the data

Leave the column headings

Save the file

Open MSWord (to my shame, I am still using Word2013, but let's continue...)

Mailings > Start mail merge

Select Labels

In popup, select label vendor and product number to get proper dimensions, click ok

(for my test, I chose Avery A4/A5, Product no. 3422, a very common address label layout)

If label outline doesn't appear, go to Table Layout and select View Gridlines.

Mailings > Select recipients, Use an existing list

Select the file you just saved in Excel

Verify that box is checked for "First row of data contains column headers"

Click ok

All but the first label will display <<Next record>>

Mailings > Edit recipient list

Uncheck incomplete or duplicate records, click ok

Mailings > Insert merge field > Customer

Mailings > Insert merge field > Billing_Address

(repeat for any additional fields you have, of course)

Click into that first label, click inbetween Customer and Billing_Address

Tap enter to move Billing_Address to the next line.

Mailings> Update Labels  (fields display in all labels)

Mailings > Preview results (fields are replaced with your customer data)

Print on paper, lay over labels to verify alignment

Print on labels.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us