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Exporting an address file

Why export addresses?

You can export names and addresses from your QuickBooks lists for inclusion in documents you create with a word processor or spreadsheet program. You can export from all QuickBooks lists of names: Customer:Job, Vendor, Employee, and Other Names.

Example

Your company is moving and you want to send a letter to your customers and vendors about your new address. Using your word processor, create a form letter with mail merge fields where names and addresses will appear. Then in QuickBooks select the names you want to merge with the form letter. This gives you a tab-delimited file that contains name and address information for the names you selected. When you merge the form letter with the file, the names and addresses automatically appear in the form letter.

  1. Go to the File menu, choose Utilities, choose Export, and then click Addresses to Text File.

  2. Select the Names you want to use.

    The groups of names you can use.

    To select...

    Do This

    Two or more specific names

    Click the Name drop-down list and choose Multiple names. Select each name you want to include.

    A category of names

    Click the Name drop-down list and choose the category. For example, to limit the report to vendors only, click the Name drop-down list and choose All Vendors.

    One name only

    Click the Name drop-down list and choose the customer, job, vendor, or employee from the last section of the list.

    For the best results, the last line of addresses should contain only the city, state, zip code, and country (if necessary). The comma after the city name is optional, and the zip code can be either 5 or 9 digits.

  3. (Optional) Select the Include Jobs checkbox.

  4. Click OK.

  5. Enter a filename for the names and addresses you selected.

This tab-delimited file contains name and address information for the names you selected. Merge this data file into a spreadsheet or a word processor document.

See also

KB ID# H_CUST_MAILMERGE_HDI_EXPORT_ADDRESSES
12/4/2016 12:11:12 AM
PPRDQSSWS404 9138 Pro 2017 5ab4ef