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Create or edit letter templates in QuickBooks Desktop

by Intuit Updated 6 months ago

You can customize the look and content of your QuickBooks letters by editing existing QuickBooks letter templates or creating new ones. A QuickBooks letter template is a Microsoft Word document that combines text with QuickBooks data fields.



Open the Letters and Envelopes wizard for customizing letter templates

You can open the Letters and Envelopes wizard from an invoice, from a Centre, or from the Company menu.

From an invoice

  1. Select Customers, then Create Invoices.
  2. Select the Send/Ship tab near the top of the form.
  3. Select the Prepare Letter dropdown arrow and select Customize Letter Templates.

From a centre

  1. Open the appropriate centre.
    • To open the Customer Centre, select Customers, then Customer Centre.
    • To open the Supplier Centre, select Suppliers, then Supplier Centre.
    • To open the Employee Centre, select Employees, then Employee Centre.
  2. Select either the Customers & Jobs tab, Suppliers tab, or Employees tab.
  3. Select Word dropdown arrow and select Customize Letter Templates.

From the company menu

  1. Select Company, then Prepare Letters with Envelopes.
  2. Select Customize Letter Templates.


Add or edit templates

Once you've opened the wizard, you can select what to do with your template(s). You can create a new letter template from scratch, view and edit an existing template, Import an existing Word document into a letter template, or organize existing templates (delete, rename, duplicate, or move).

More information about templates can be found in the QuickBooks Desktop Help menu.

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