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Convert Microsoft Word documents into letter templates

Creating or editing QuickBooks letter templates

To do this task

  1. Use the Browse button to find and select the Word document to use or enter the filename directly in the field provided.

    You can use it as-is or make slight modifications.

  2. Click the type of letter you want to create.

    Later when you need to write and print the letter, QuickBooks makes it available to you along with other letter templates of the same type.

  3. Click Next to open Word and your document.

  4. In Word:

    1. Enter a name for your letter template and click OK.

    2. Edit the text in the letter 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.

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

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

See also

KB ID# H_WORD_TEMPLATE_CONVERT_DOC_TO
12/3/2016 1:38:51 AM
QYPPRDQBKSWS07 9138 Pro 2017 c7a2e4