Here is one way to track rent-roll in QuickBooks for property owners and property managers:-Edit customer-click on additional info-click on Define Fields-Enter Rent-Select CustomersClick OK 2 timesGo to Reports:-Customers-view Customers Contact List- Modify Report- on the bottom left - scroll down -select rent-click on Header/Footer - change the title to read Rent Roll-click OK-name it as Rent Roll Report-Click on Memorize report

Just name your excel headers to to match "exactly" the word document and you'll be fine for a mail merge.

Header: In Over Your Head?

@Matthew Horn Nice Dale C quote in the header.  

Also you're leaving out a critical word in your letter and the header needs to be beefier. 

Quick Comment:With Bullet PointsSub Pointsprobably look betterWith an A/B header thana numeric bullet point.So we can address answers 1A1 instead of 1.1.1

I just notices small issue due to your header being set to position fixed.

With a header of Not enough equity to use a Realtor?  

I talk to everyone about what I do...and I mean everyone - guy came out to do a site inspection for access to credit header info for one of my lead sources and before I knew it he's telling me about two properties he sees when he rides his bike for exercise.

Maybe have the header be "Pros/Replies" and then show the ratio "3/22."