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Unable to locate or select a customized template when creating letters

A customized letter template does not appear in the list of available templates when preparing a letter in QuickBooks Customer Manager or QuickBooks Client Manager.

Why this is happening

A customized template may not appear if:

  • The letter is being prepared using the Write Letter link in a name profile.
  • The customized template is stored in the wrong location.
  • The template does not exist on the computer where the letter is being created.

How to fix it

To resolve this issue:

  1. Create the letter from the names list view in Customer Manager or Client Manager:
    1. Select the View menu and select Names.
    2. Click the Labels & Letters link in the upper right corner of the application window.
    3. Select Prepare Letters and click Next.
    4. (Optional) Enter filter information to limit the names that will be recipients of the letter.
    5. Click Next.
    6. (Optional) Clear the checkbox next to any names you want to exclude from the letter.
    7. Click Next.
    8. Select a letter from the list of available templates and click Next. If the customized template does not appear in the list, continue with step 2.
  2. Search the computer's hard drive for the missing template. 
    • If the template is not found, continue with step 3.
    • If the template is found, copy it to the correct location:
      1. Right-click the file name and select Copy.
      2. Right-click the Windows Start button (the Logo button in Windows Vista) and select Explore.
      3. Browse to the My Customized Letters folder. The default location of the folder depends on the version of Customer Manager or Client Manager and the operating system:
        • Windows Vista: C:\Public\Documents\Intuit\QuickBooks Customer Manager 2.5\Templates\My Customized Letters
        • Windows XP:
          • Customer Manager 2.5: C:\Documents And Settings\All Users\Documents\Intuit\QuickBooks Customer Manager\2.5\Templates\My Customized Letters
          • Customer Manager 2.0: C:\Program Files\Intuit\QuickBooks Customer Manager\Templates\My Customized Letters
          • Client Manager 2.0: C:\Program Files\Intuit\QuickBooks Client Manager\Templates\My Customized Letters
      4. Right-click any blank space inside the My Customized Letters folder and select Paste.
      5. Repeat step 1 to prepare the letter.
  3. Select the best option for your situation:
    • If the template may be on another computer:
      1. Search another computer's hard drive for the missing template.
      2. Copy the template from that computer to the My Customized Letters folder on the computer where the letter will be prepared.
      3. Repeat step 1 to prepare the letter.
    • If the customized template needs to be recreated in Customer Manager or Client Manager:
      1. Select the View menu and select Names.
      2. Click the Labels & Letters link in the upper right corner of the application window.
      3. Select Modify Letter Templates and click Next.
      4. Select an option to edit or convert an existing template, or to create a new template from scratch, and click Next.
      5. Follow the instructions in the Labels & Letters window for the option selected in step 4 to modify or create a customized template.
      6. Click Name Template & Close when finished customizing the letter.
      7. Repeat step 1 to prepare the letter.

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free, or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# SLN40980
12/8/2016 2:02:48 PM
QYPPRDQBKSWS01 9138 Pro 2017 c0b74e