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Prepare invoices in Microsoft Word

About preparing Microsoft Word letters using QuickBooks data

  1. In QuickBooks, create an invoice using the Create Invoices window.

    Fill in the invoice details as you usually would, but do not save the invoice yet.

  2. Click the Letters drop-down arrow and then click Prepare an Invoice Letter.

  3. Follow the onscreen instructions in the Letters and Envelopes wizard.

    What if I don't see the type of letter I want to send?

    To do this task

    1. If you don't see the type of letter you want to send, create a new letter template or modify an existing one.

    2. When the wizard presents the list of letter templates, click Create or edit a letter template and follow the onscreen instructions.

    When you're finished, a Word document containing the letter opens.

  4. In Word, save and print the letter.

    What if the text **MISSING*INFORMATION** appears in the letter?

    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.

  5. (Optional) Continue in the wizard to print an envelope for your letter.

  6. In QuickBooks, save the invoice.

See also

KB ID# H_WORD_INV
12/10/2016 10:06:24 PM
QYPPRDQBKSWS07 9138 Pro 2017 42eb9e