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Using mail merge in MYOB AE and AO

This support note applies to:

  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
  • AE Tax (NZ)
  • AE Tax (AU)
  • AE Tax Series 6 & 8 (AU)
  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AO Tax (AU)
Article ID: 34343

The mail merge functionality in Accountants Enterprise (AE) and Accountants Office (AO) allows you to use data stored in your database to create letters to send to clients, produce mailing labels, create marketing letters for the practice and generate regular newsletters to clients.

Using Microsoft Word templates, you can generate multiple copies of the same letter and personally address the letter to each recipient.

Refer to the attached documents  for detailed instructions on creating new templates, selecting clients and performing the mail merge to Word process.

If you're usingDownload the following PDF
Accountants Enterprise (AE)
Accountants Office (AO)MYOB Accountants Office Mail Merge to Word 5.4.29 and above.pdf 
This article has been combined with KB 34995 (AE).
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