Archives › 2017 › December › 03

How to create a mailing list from QBO (QuickBooks Online)

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┬ánext to Rows/Columns to expand […]