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How to create a mailing list from QBO (QuickBooks Online)
December 3, 2017
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1. In QBO > Reports > Review Sales> Sales By Customer Summary to determine active customers in current year. 2. Inactivate Customers not on list. 3. In QBO > Reports > Review Sales> 4. Click Customize link on Customer Contact List 5. When the report comes up, click the triangle to next to Rows/Columns to expand […]