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ZFBusinessOffice
Level 1

Invalid Merge Fields in Word when Preparing Letters with Envelopes

I am attempting to use Quickbooks to issue our donors their annual charitable donation receipts. I have created a custom letter template and used the add-ins feature in Microsoft Word to add various company and customer fields. 

 

My issue is that when I create the customer letters using "prepare letters with envelopes" in Quickbooks, I get several "invalid merge field" errors (company address, company phone number, company website, customer name, customer address) in Word. These fields are available in the "add-ins" drop down list in Word when I edit the template, but they somehow aren't actually linked to Quickbooks information. 

 

I have attached the Word template along with screenshots of the errors for info. 

 

I am using Quickbooks Desktop Premier 2019 and Microsoft Office 365 (downloaded desktop version).

 

Thank you in advance for any help you can give to resolve the issue. 

Solved
Best answer February 23, 2021

Best Answers
ZFBusinessOffice
Level 1

Invalid Merge Fields in Word when Preparing Letters with Envelopes

Hi @ Ryan_M,

 

I appreciate your taking the time to help with my issue. I walked through the various steps and components in the QBDT Tool Hub, but nothing seemed to resolve the issue. Then I randomly realized that all of the fields that were causing errors were inside of text boxes in Word. I tried adding those same fields outside of a text box and they all started working (both inside and outside of the text box). So as long as the field is somewhere in the document outside of a text box, all of the information comes through, even inside of the text boxes. But I don't really want all of the fields in two places. I think the easiest solution is just to avoid placing any of the add-ins fields inside of text boxes. 

 

Thanks again for the help!

View solution in original post

3 Comments 3
Ryan_M
QuickBooks Team

Invalid Merge Fields in Word when Preparing Letters with Envelopes

Hi @ZFBusinessOffice,

 

I appreciate the number of details you included in your post. 

 

I checked and found that your QuickBooks Desktop (QBDT) Premier 2019, along with a locally installed MS Office 365 are compatible. With that said, both should work fine, including this process of creating a custom letter template. 

 

I looked at the screenshot you shared and found that the fields are correct as well. At this point, I suggest you use the QuickBooks Desktop Tool Hub to resolve this issue. Download the file from the link I provided, then proceed to install it. 

 

Open this article to continue this process: Fix common problems and errors with the QuickBooks Desktop Tool Hub. Scroll down to Step 2: Use the tools in the QuickBooks Tool Hub to continue.

 

You can also keep this online PDF file for future reference: Customizing forms and writing QuickBooks Letters. It's a detailed guide on how you can create custom sales forms in QBDT, along with a process to create a custom QuickBooks Letter template. 

 

Feel free to tag me in the comments below if you have other questions about letter templates in QBDT. I'll get back to you as soon as I can.

ZFBusinessOffice
Level 1

Invalid Merge Fields in Word when Preparing Letters with Envelopes

Hi @ Ryan_M,

 

I appreciate your taking the time to help with my issue. I walked through the various steps and components in the QBDT Tool Hub, but nothing seemed to resolve the issue. Then I randomly realized that all of the fields that were causing errors were inside of text boxes in Word. I tried adding those same fields outside of a text box and they all started working (both inside and outside of the text box). So as long as the field is somewhere in the document outside of a text box, all of the information comes through, even inside of the text boxes. But I don't really want all of the fields in two places. I think the easiest solution is just to avoid placing any of the add-ins fields inside of text boxes. 

 

Thanks again for the help!

View solution in original post

JasroV
QuickBooks Team

Invalid Merge Fields in Word when Preparing Letters with Envelopes

You’re always welcome, @ZFBusinessOffice.

 

I appreciate you for going through the steps shared by the colleague Ryan_M above. I’m glad you found a fix to resolve your issue. Let me also thank you for sharing the details on how you sort this out.

 

The information you provided can help other users who are experiencing the same issue. Furthermore, to be guided in learning your ways around your QuickBooks Desktop (QBDT) software, visit our QuickBooks Support page for your reference. We have articles there that you can utilize for future guidance.

 

In case you have any other concerns or questions regarding your QBDT software, let me know by leaving a reply in this thread. I’m just a post away from you. Have a jolly day ahead!

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