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Troubleshoot QuickBooks letter templates

QuickBooks toolbar doesn't appear in Microsoft Word when designing QuickBooks letter

If you don't see the QuickBooks toolbar, first try opening it from one of the following locations:

  • In Word 2000, 2002, and 2003, go to View > Toolbars.

  • In Word 2007 go to Add-Ins.

If you don't see the QuickBooks toolbar, first try opening it from one of the following locations:

  • In Word 2000, 2002, and 2003, go to View > Toolbars.

  • In Word 2007 go to Add-Ins.

If you still don't see it, there are two possible causes: either the Word document hasn't been converted to work with QuickBooks or the QuickBooks Letter type property has been deleted in Word and needs to be reset.

  • To convert the Word document to work with QuickBooks

    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. Go to the Customers menu and click 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 Convert an Existing Microsoft Word Document to a Letter Template and then convert the Word document to a QuickBooks letter template.

  • To reset the QuickBooks Letter type property in Word

    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. Go to the Customers menu and click 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.

    3. Move the letter template to any other type of letter and then move it back to the desired type to reset it.

**MISSING*INFORMATION** appears in one or more letters

When the words **MISSING*INFORMATION** appear in a letter, the QuickBooks field used for that letter template is missing information for that customer, vendor, or employee.

To do this task

  1. Edit the letter in Word to correct the information and continue working.

  2. Go back in to QuickBooks and update the information in that field.

Overdue Invoices field wraps oddly and columns are misaligned

This issue is caused because the font size of the field is too large.

  1. To resolve this issue, use a 10 point (or smaller), fixed-width font, such as Courier for the field.

First line of each address prints in the middle of the page but the rest prints on the left side of the page

This issue is caused because each address has several lines but only the first is set to be indented.

  1. To resolve this issue, indent the Address field in Word.

Microsoft Word launches slowly

This issue is caused because Word is currently open.

  1. To resolve this issue, close any previous Word sessions before attempting to open Word from the Letters and Envelopes wizard.

KB ID# H_WORD_LETTER_TS
12/10/2016 10:25:15 AM
PPRDQSSWS400 9138 Pro 2017 b7d061