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Choose what you want to do

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.

See also

KB ID# H_WORD_TEMPLATE_OV
12/8/2016 5:53:41 PM
PPRDQSSWS403 9138 Pro 2017 46447c