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Edit an existing QuickBooks letter template

A QuickBooks letter template can be edited (and can even include letterhead and logos).

Detailed instructions
  1. Go to Company > Prepare Letters with Envelopes > Customize Letter Templates
  2. Select View or Edit Existing Letter Templates and click Next
  3. Select a Letter Template to View or Edit and click Next. The template is opened in Microsoft Word
  4. Make changes to the template as desired (for example, letterhead and/or logo could be pasted into the template)
  5. When customization is complete, click File > Save in Word (in Microsoft Office 2007 click the Office button and click Save), then close Word
  6. Click Finish in QuickBooks.
Note: The letter templates you saved can be found on: C:\Users\Public\Public Documents\Intuit\Quickbooks\Company Files
KB ID# HOW12526
10/25/2016 10:50:48 PM
QYPPRDQBKSWS05 9138 Pro 2017 178e59