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office34
Level 1

How do i create a template letter for customers (like in the desk top version of quick books)?

 
6 REPLIES 6
MarshallA
Intuit

How do i create a template letter for customers (like in the desk top version of quick books)?

Hello,

 

I cannot speak for the UK version, but I know the US version of QuickBooks Online doesn't have the customer letter creation ability that desktop has.

John C
QuickBooks Team

How do i create a template letter for customers (like in the desk top version of quick books)?

Hi office34

 

The online product does not have a customer letter template.

 

Our online products are evolving constantly and to enable us to facilitate your requirements we would be grateful if you can leave feedback from within the product.

office34
Level 1

How do i create a template letter for customers (like in the desk top version of quick books)?

Hi, thank you for your reply, i have tried to leave the feedback/suggestion via the feedback button in the product. At which point i was directed to leave the suggestion on a suggestion board & given the link, which actually says its closed and should note the feedback through the community feedback - feel like I'm going around in circles!  Could somebody provide me with the correct link to where i need to leave the suggestion to be able to create a template letter using the customer details? Thanks

TaliaI
QuickBooks Team

How do i create a template letter for customers (like in the desk top version of quick books)?

Hello office34,

 

I apologise that you struggled to get to the correct page there. You can also access our feedback option through the cog wheel under Feedback.

 

Thanks,

 

Talia

office34
Level 1

How do i create a template letter for customers (like in the desk top version of quick books)?

Hi Talia, it was the feedback via the cog wheel i used, that then suggested i leave the suggestion on the forum, which i was then advised was now shut, and suggested to logging onto the community....

TaliaI
QuickBooks Team

How do i create a template letter for customers (like in the desk top version of quick books)?

Hello office34,

 

To confirm, are you using QuickBooks Online or Self Employed? Could you send a screenshot of it suggesting you to leave the feedback in a forum so we can report this to the correct people?

 

Thanks,

 

Talia

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