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  1. From the sales Quotes window
  2. Select the quote
  3. Click on button Show In Report (top ribbon)
  4. Select "Booklist Population Export"
  5. Report goes to a Print Preview window
  6. Click on button Export To
  7. Select XLSX file
  8. Report then outputs to Excel
  9. Highlight only the lines of data (not the headings)
  10. Copy those lines of date (i.e. highlight then right click and select Copy)
  11. Then paste it into the template from Office Brands.


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