Creating personalized letters using exported data

Importing and Exporting Overview > Exporting data from MYOB AccountEdge > Creating personalized letters > Creating personalized letters using exported data

You can create personalized letters using data exported from AccountEdge. To import your AccountEdge data into your word processing program, you'll need to refer to the documentation that accompanied your word processing software.

Idea: Try searching for "mail-merge"

The process of importing data into a word processing program's document is often referred to as "mail-merging" a document. If you're having trouble finding help, check for that term in your word processing program's documentation.

If you want to use the model business letters you installed with AccountEdge, you'll find those documents in the Personalized Letters folder inside the folder where AccountEdge resides on your hard disk. These documents are available in a few different formats so you can edit them using your word processing software to suit the needs of your business.

Click below for the step-by-step procedure:

To export data for use in personalized letters

To export a list of customers who have unpaid invoices

Importing and Exporting Overview - Creating personalized letters using exported data