How to Create an Export File for Thank You Letters or Export a File with Donation Records

Thank you letters often accompany a donation receipt. This tutorial shows how to create a selection and report it for use as a merge file with Word.

Extracting Records by Date Range:


Once extracted, use the Q-Xpress menu and select Q-Xpress Export.

Create a list of all donations from 1980 to 2020.

This ensures all records are extracted to create a MailMerge.txt file. This file can be converted to .CSV by changing the extension from .txt