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Mail Merge Question related to quickbooks collections report

  Asked By: Adella    Date: Feb 22    Category: MS Office    Views: 1241
  

I need to merge a quick books collection report to a Word document.
The report gives the account name and address and then a list of
outstanding invoices. How can I merge the address and then the
multiple rows to a Word letter. The column with the address in it is
empty where the open invoice list shows up. I hope that is clear
enough to get some help with this. Maybe someone has a template that I
can modify.

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1 Answer Found

 
Answer #1    Answered By: Lela Lynch     Answered On: Feb 22

I use QuickBooks 2006, but on daily basis. I looked at the templates
in QuickBooks; they use the same mail  merge format found in Word.

You can access the QuickBooks templates using Help, or View Templates
from the main menu. Try modifying an existing template  merging only
the fields you want from QuickBooks by using the pull down link for
QuickBooks data fields that appear when the selected template is
opened in Word. There you should find your missing field data links.

 




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