Image by M!R Creating a Distribution List In today’s article, you’ll learn how to use Word’s 2010 Mail Merge Wizard, write personalized email subjects, and setup different attachments for each of your email recipient. Knowing how to create personalized subject lines and attachments that Word’s mail merge basic feature doesn’t support can be a life saver when you have to write emails in bulk. You now know how to create a mailing list using the Contact List report.Microsoft Word’s mail merge is an excellent productivity tool. Note: These steps may vary depending on the Microsoft version you're using. Check out Microsoft Office's website for detailed instructions. You can create a mail merge template in MS Word. Step 3: Create a mail merge template in MS Word You don't need both billing and shipping. Delete any rows you will not use in the address field.Review all records (rows) to make sure both Full Name and Billing Address are populated with data for each customer.Delete any extra leading columns to the left of the Full Name column.Make sure not to delete the column headings. Delete all header rows from the spreadsheet.Select Export, then choose Export to Excel.Mark Full Name and any applicable address information you need, then Run Report.On the upper right, select Customize, then Rows/Columns.In the Search field at the upper right, enter the Contact List report.Go to Business overview and select Reports ( Take me there).How to create a mailing list using the Contact List report Step 1: Export the report to MS Excel. Quickly create a mailing list using the Contact List report in QuickBooks Online. When you export the contact list report to Excel, you can then use the mail merge template in MS Word to create a mailing list.
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