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[QODBC-Desktop] QODBC and Microsoft Word 2016
Posted by Jack - QODBC Support on 27 October 2016 12:41 PM

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 either as tables or as 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 option Letters as the document type then click Next: Starting document at the bottom.

 

     Select the starting document and then next.

 

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

 

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

 

     Select "ODBC DSN" & click "Next":

 

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

 

     Select the table that has 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 Address block, Greeting line, and More items option as examples to write the letter.

 

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

 

 

     Second, insert the greeting information by selecting 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 letters with records from QuickBooks. The Mail Merge is complete now and you can also print the finished letters.

 

 

 

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