Mail Merge with Excel Auto Subtotal List

[Allison]

I am attempting to merge an Excel List (from a Quickbooks
report) into a Word Main Doc. I have auto summed the
records to get a subtotal which is the amount that I want
in each letter in Word.

When I perform the Merge, I get letters for each record
rather than just the subtotal (I am viewing the 2 level in
the outline in Excel, so the individual record amounts are
not showing).

How can I get only one letter per customer? Thanks
Allison

 

[Doug Robbins]

The data source of a mailmerge in Word must be a "flat" file.

If you have Access, copy and paste the spreadsheet data as a table in
Access, then use a Query to group the records by customer and do the
summation for each. Then use that Query as a data source.

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Hope this helps,
Doug Robbins - Word MVP