Intuit Financial Community: Printing mailing labels from FX - Intuit Financial Community

Jump to content

Page 1 of 1
  • You cannot start a new topic
  • You cannot reply to this topic

Printing mailing labels from FX

#1 User is offline   Ryan Rawluk Icon

  • New Member
  • Pip
  • Group: Members
  • Posts: 5
  • Joined: 01-December 05

Posted 21 February 2010 - 03:56 PM

Does anybody know how to print mailing labels from client data in an FX file? I have 250 T101 slips to mail out and I would rather not use a window envelope. I either want to print mailing labels, or directly onto evelopes.

Thanks in advance.
0

#2 User is offline   samhill Icon

  • Professional Member
  • PipPipPipPip
  • Group: Members
  • Posts: 620
  • Joined: 02-December 04

Posted 22 February 2010 - 10:52 PM

I have printed labels from the Client Explorer database for my T1s. Wouldn't the FX section have the same thing in the Client Explorer?
0

#3 User is offline   Dave@Intuit Icon

  • Senior Member
  • PipPipPip
  • Group: Intuit Staff
  • Posts: 107
  • Joined: 06-February 07
  • Gender:Male
  • Location:Mississauga

Posted 24 February 2010 - 07:11 PM

The Client Explorer (and Classic Databases) are designed more for dealing with your clients directly as opposed to printing mailing labels for slip recipients, so the database won't help with the OP's question.

As an alternative, here's an Excel workbook that we built for you that will allow you to open an FX file and generate a list of names & addresses of T4 slip recipients. You could then use that list with a mail merge to print off a bunch of labels.

A couple of notes:
The FX file CANNOT be open in ProFile when you use the workbook.
You can only use the workbook on one file at a time. If you re-run the query on a second file it will overwrite the data from the first run
In other words, save a blank copy of this workbook, and make a new copy for each FX file that you're going to use with it.
This was built using the ProFile SDK with Excel 2007 (it's a .xls file, so users of Excel 2003 ought to be able to use it too).
Feel free to open the open the Visual Basic source code to see how we did it.

We hope you find this useful!
Dave

Attached File(s)


0

#4 User is offline   Dave@Intuit Icon

  • Senior Member
  • PipPipPip
  • Group: Intuit Staff
  • Posts: 107
  • Joined: 06-February 07
  • Gender:Male
  • Location:Mississauga

Posted 25 February 2010 - 06:22 PM

My apologies to the original poster, I missed the T101 thing.

Here's an updated workbook that does the same thing for T101 slips.

Attached File  2009 FX Labels - T101.zip (19.46K)
Number of downloads: 13

Dave
0

Page 1 of 1
  • You cannot start a new topic
  • You cannot reply to this topic

1 User(s) are reading this topic
0 members, 1 guests, 0 anonymous users