Knowledge Base
Guides, tutorials, and answers, searchable.
Getting started
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Getting Started with MergeNinja
Set up your MergeNinja account, connect QuickBooks, Stripe, or an Excel file, upload a Word template, and run your first mail merge.
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The Complete MergeNinja Walkthrough
A written walkthrough of MergeNinja: connect Stripe or QuickBooks read-only, sync with filters, upload a Word template, and merge.
Tutorials
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How to Mail Merge from QuickBooks Online
Two ways to mail merge from QuickBooks Online: the free manual export method, and a connected method that skips the cleanup.
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How to Mail Merge from Excel to Word
Step-by-step Excel to Word mail merge, including the currency and date formatting switches most tutorials skip, plus a faster way.
Tips & ideas
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10 Marketing Ideas Using Mail Merges and QuickBooks Customer Data
Ten ways to turn QuickBooks or Stripe customer data into personalized marketing letters and offers with mail merge templates.
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Mail Merge Templates for Your Business
What mail merge templates can do for your business, what data you can pull into them, and eight template types worth building.