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Review and edit recipients

About preparing Microsoft Word letters using QuickBooks data

You can specify who should receive letters.

To do this task

  1. Choose whether to include names that are active, inactive, or both.

  2. (For customer letters only) If you typically work on several jobs for each customer, choose whether to send one letter to each customer or several letters to each customer (one for each job).

  3. Make any last-minute deletions from the list by clicking to clear individual names.

    To quickly move to a particular name, click anywhere in the list and then enter the first letter of the person's last name (or the first letter of the company name).

    To select or clear all names, use the buttons at the bottom of the list.

  4. Click Next.

See also

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