Use Outlook’s Contacts to Address and Format Letters


Q. I keep all my contacts—names, addresses, phone numbers and e-mail addresses—in Outlook. But I can’t find a way to use that information to automatically address letters. Can you help?

A. I understand your frustration. Sometimes Outlook gets “cranky” when you ask it to provide address information for Word. I use the Letter Wizard , and it works for me.

When you’re ready to write a letter, click on Tools , Letters and Mailings and Letter Wizard .

To customize the letter, click on the Letter Format tab, creating this screen:

You can order the wizard to include the date, handle preprinted letterheads and format the letter in other ways. Now click on the Recipient Info tab and on the icon of the open book . That will generate a drop-down menu of the possible places your contacts are stored. Click on the appropriate one.

Finally, after clicking on OK , the basic format of the letter will be produced.

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.