It’s that time of the year where many need a Customer Mailing List to send out Christmas Cards. There’s no function for that in QuickBooks Online, so we created a video to show you how to export that information from existing reports that can be used for a mail merge.
The video shows you how to create two different mailing lists from QuickBooks Online for mail merge. List 1. Active customers. List 2. Active customers with sales in the current year.