About preparing Microsoft Word letters using QuickBooks data
You can create new letter templates or edit existing ones. The resulting letter template is saved into the folder for that letter type.
Create a new template from scratch: You choose the letter
type and name. A new Word document opens in which you can select what
QuickBooks information to use, write the content, and design the layout
of the letter.
Convert an existing Microsoft Word document: You choose
the letter type and browse to select an existing Word document. In Microsoft
Word, you can select what QuickBooks information to use and make any other
changes to the letter.
View or edit an existing letter template: You choose the
letter template that you want to edit.
To create a new letter template based on an existing one, edit an existing letter template and then save it in Word with a different name.
Where can I find the Microsoft Word letter templates?