Creating or editing QuickBooks letter templates
There are different letter templates for the type of letter you select.
To create a new letter template based on an existing one:
Select the type of letter. The letter templates available for that type of
Click the existing letter template and then click Next.
When Microsoft Word opens your letter template, edit the text and QuickBooks
fields using the QuickBooks toolbar.
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.
Save the document in Word to the same folder as the original letter template, using a different name.
To move or copy a letter template from one group to another, click Prev and
then click Organize Existing Letter Templates.
QuickBooks stores all letter templates in the QuickBooks Letter Templates
folder. Subfolders contain letter templates for different letter types
(customer, vendor, employee, and so on).
Reorganizing your collection of
QuickBooks letter templates