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Choose the letter type and name the template

QuickBooks stores all letters templates in the QuickBooks Letter Templates folder. Subfolders contain letter templates for different letter types (customer, vendor, employee, and so on).

To do this task

  1. Choose the type of letter for which you want to create a template.

  2. Enter a name for the letter template.

    You can use letters, numbers, hyphens, blank spaces, or an underscore.

    Limitation: You can't use a tilde (~) as the first character in a name.

  3. Click Next to open the new letter template in Word.

  4. Enter text and insert QuickBooks fields from the QuickBooks toolbar in Word.

    Customer letter fields

    If you don't see the QuickBooks toolbar you can reopen it. In Word 2000, 2002, and 2003, go to View > Toolbars. In Word 2007 go to Add-Ins.

  5. Go to the File menu and click Save to use the document name you entered in QuickBooks.

    You can now begin using this template.

  6. Click Save to use the document name you entered in QuickBooks.

    You can now begin using this template.

KB ID# H_WORD_TEMPLATE_NAME_CHOOSE_TYPE
12/6/2016 12:14:43 AM
QYPPRDQBKSWS05 9138 Pro 2017 a2ff9b