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
Open the Letters and Envelopes wizard for customizing letter
You can open the Letters and Envelopes wizard from an invoice, from a center, or from the Company menu:
From an invoice
Go to the Customers menu and click Create Invoices.
Click the Letters drop-down arrow and then
click Customize Invoice Letter Templates.
From a center
Click the Customers icon, Vendors icon, or Employees icon.
Click the Customers & Jobs, Vendors, or Employees tab.
Choose Word > Customize
From the Company menu
Choose Company > Prepare Letters with Envelopes.
Click Customize Letter Templates.
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
Click Organize Existing Letter Templates.
Move the letter template to any other type of letter and then move it back to the
desired type to reset it.
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
Edit the letter in Word to correct the information and continue working.
Go back in to QuickBooks and update the information in that field.
This issue is caused because the font size of the field is too large.
To resolve this issue, use a 10 point (or smaller), fixed-width font, such as
Courier for the field.
This issue is caused because each address has several lines but only the first is set to be
To resolve this issue, indent the Address field in Word.
This issue is caused because Word is currently open.
To resolve this issue, close any previous Word sessions before attempting to open Word from the Letters and Envelopes wizard.