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K
kmj0597-hotmail-
February 20, 2023
Question

Can you print customer mailing labels in Quickbooks online?

  • February 20, 2023
  • 1 reply
  • 45 views
No text available

    1 reply

    C
    Carneil_C
    Level 6
    February 20, 2023

    Yes, you can.

     

    I'd be happy to guide you on how you can achieve your goal in QuickBooks Online.


    To print customer mailing labels in QBO, let's run the Customer Contact List report and modify it to show the information you need, like their name and address.

     

    To do so, here's how to do it:

     

    1. Go to Reports in the left menu and type in Customer Contact List on the search bar.
    2. Click the Customize button, then select the Change columns link.

       
    3. Check all the address boxes.
    4. Once done, tick Run report.
    5. From there, hit the Print icon beside the Export option.

     

    In addition, here's an article you can review to help you more about personalizing your reports: Customize reports in QuickBooks Online.

     

    Also, you can save its current customization setting for future use. You can check out this guide: Memorize Reports in QuickBooks Online.

     

    I'm always ready to assist you if you have any other concerns about your transactions in QBO. Tag me in your reply, and I'll sprint back into action. Have a good one, and keep safe. 

    T
    tjc4photo
    December 18, 2023

    With the version of QBO I have (12/17/23), these instructions aren't giving me the outcome I want. When I search for "Customer Contact List", QBO runs a report that I'm trying to modify under the "Columns", but I have to either select the eye icon to hide or see the column. Additionally, it appears that EVERY job each customer has done is also on the list. Please help!

    R
    RCVQuickBooks Team
    QuickBooks Team
    December 18, 2023

    Let me help you with printing your customer mailing labels in QuickBooks Online (QBO), tjc4photo.

     

    We can click the Switch to classic view tab to run the Contact List report. This way, we can customize the report you need and not include every job on each customer. See the screenshot for your reference:

     

     

    Once done, we can export the contact list report to Excel. Just use the mail merge template in MS Word to create a mailing list. How to create a mailing list using the Contact List report. Here's how:

     

    1. In the Contact List report, select Customize, then Rows/Columns.
    2. Tap Change columns.
    3. Mark Full Name and any applicable address information you need, then Run Report.
    4. Click Export, then choose Export to Excel.

     

    Then, edit the Excel file. Then proceed with the following:

     

    1. Open the Excel file.
    2. Delete all header rows from the spreadsheet. Make sure not to delete the column headings.
    3. Delete any extra leading columns to the left of the Full Name column.
    4. Review all records (rows) to make sure both Full Name and Billing Address are populated with data for each customer.
    5. Delete any rows you will not use in the address field. You don't need both billing and shipping.
    6. From the File tab, press Save As.

     

    Once done, create a mail merge template in MS Word. You can create a mail merge template in MS Word. Check out Microsoft Office's website for detailed instructions. 

     

    If you're having an issue with printing, you can read through these articles for your future reference:

     

     

    Please know you can always come to the Community for all of your QuickBooks needs. I'll keep an eye out for your response.

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