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Manage your collection of QuickBooks letter templates

About preparing Microsoft Word letters using QuickBooks data

QuickBooks groups its letter templates according to the letter type: customers, vendors, employees, and so on. Note: All letter templates are kept in the QuickBooks Letter Templates folder.

  1. Open the Letters and Envelopes wizard for customizing letter templates.

    You can open the Letters and Envelopes wizard from an invoice, from a center, or from the Company menu:

    • From an invoice

      1. Choose Customers > Create Invoices.

      2. Click the Letters drop-down arrow and then click Customize Invoice Letter Templates.

    • From a center

      1. Click the Customers icon, Vendors icon, or Employees icon.

      2. Click the Customers & Jobs, Vendors, or Employees tab.

      3. Choose Word > Customize Letter Templates.

    • From the Company menu

      1. Choose Company > Prepare Letters with Envelopes.

      2. Click Customize Letter Templates.

  2. Click Organize Existing Letter Templates and then click Next.

  3. Click the letter type from the left.

  4. Click the letter template from the right.

  5. Click one of the buttons to delete, duplicate, rename, or move the selected letter template.

    Use these buttons to organize your collection of letter templates according to your business correspondence needs.

    You can easily organize or rearrange your collection of letter templates. QuickBooks allows you to:

    • Move a letter template from one group to another

    • Duplicate a favorite letter template, and then edit it or move it to another list

    • Rename a letter template you've duplicated from another list (possibly after editing the contents)

    • Delete a letter template that's cluttering your collection

See also

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