How do I edit or add fields in a letter template in Word 365? I am using Desktop Pro 2019.

Thank you for reaching out to us, @goldfishpub.

I'll be glad to help you edit the letter template.

A QuickBooks letter template in itself is a Microsoft Word document that combines text with QuickBooks data fields. That would explain why QuickBooks is asking specifically for MS Word.

 I would suggest you update the release version of your QuickBooks to 2021.

To do the manual updates.

Here's how:

1. Close company files and QuickBooks.
2. Click Start menu.
3. Look for QuickBooks Desktop, click Run as administrator.
4. In the No Company Open screen, select Help menu.
5. Select Update QuickBooks Desktop.
6. Click Options tab.
7. Choose Mark All and then click Save.
8. Select Update Now tab.
9. Click the Reset Update checkbox.
10. When ready, select Get Updates.
11. Once the update is finished, close and reopen QuickBooks Desktop.
12. For the update to install, choose Yes.
13. Once installation is completed, restart your computer.

You can also check this article on how to recreate or edit your template: How to customize or create a template in QBDT. 

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

Thanks for your reply. I did all those steps but I still can't seem to get the Add-In tab on Microsoft Word to show up to insert the data fields from QuickBooks. Here is my screenshot. And I have verified that I have the Add-Ins tab selected to show in the ribbon as well as the QB template selected as an Active Add-In. Am I missing something else?

Hello again, @goldfishpub. Thanks for keeping us updated.

Let me share with you how to edit a QuickBooks Letter. Here's how:

1. Go to the Company menu at the top, select Prepare Letters with Envelopes.
2. Click Customize Letter Templates, then View or Edit Existing Letter Templates.
3. Click Next. When QuickBooks prompts you to choose the letter template you want to view or edit, click Collection.
4. Select Friendly collection from the list of available letters, then click Next.
5. To add information, click the QuickBooks Collection Letter Fields toolbar.
6. Click Insert Customer Name Fields or Insert Collection Info. Fields drop-down menu.

However, if you're still unable to edit or add fields in a letter template in Word 365, I recommend reaching out to our Customer Care Team. One of them will need to take over and provide additional steps in a more secure environment.

To contact them, here's how:

1. Go to the Help menu of the company file.
2. Select QuickBooks Desktop Help.
3. Click the Contact us link.

Keep me posted if there's anything else you need in QuickBooks. I'll be around to provide further assistance. Have a great day.