BNI Mail Merge Demo

Table of Contents

It’s Visitor’s Day! Here’s a recording about how to run your mail merge in Word and Excel. Instructions are included for both Mac and PC.

If you get an error message, click the “Try again” link in the message (it’s a Vimeo thing)!

Do you need the templates? Click on these links to download them:
VDAY_Invitation_List_Confirmation_Sheet
RQ_Invitation_Letter_MAIL_MERGE.docx

 

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
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