Microsoft Word 2016 and QODBC

Creating a word mail merge to live QuickBooks data

Note: QODBC allows you to easily merge QuickBooks data into your Word documents as tables or mail-merged fields.

     Open the document you wish to mail merge QuickBooks data into. From the Mailing tab, select Start Mail Merge options, click "Step by Step Mail Merge Wizard..."

     Select options Letters as the document type, then click Next: Starting document at the bottom.

     Select the starting document and then next.

     Select the option Use an existing list as the recipients and then click Browse.

     In the popped, click on the "New Source..." button.

     Select "ODBC DSN" & click "Next":

     Choose the Data Source Name (DSN) set up with your QuickBooks data & click "Next." It can be the default (QuickBooks Data), which was set up by the installer, or any DSN you have created. (Here, I choose the default.)

     Select the table with the data you wish to merge into your document and click "Finish." (Here, I choose table Customer data as a sample.)

     A Mail Merge Recipients window will show up. Press OK and then click Next: Write your letter.

     Here I use the Address block, Greeting line, and More items option as examples to write the letter.

     Now, Click on "Match Fields" from the "Mailing" tab and add related fields.

     Second, insert the greeting information by selecting the Greeting lines option and configure the settings.

     Finally, insert address block information.

     After inserting all the information, it will display as below:

     Then select Next: Preview your letters, and you will see the finished notes with records from QuickBooks. The Mail Merge is complete now, and you can print the dead letters.