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Hello. I am using QuickBooks Desktop Pro 2019 and Word 365 installed locally. When trying to modify a letter template, I can not seem to locate the Add-ins tab in order to put new fields, such as Invoice Number, Customer Name, Customer Address, and so forth. I had no problems updating templates when I was using Word 2007 but Word 365 is much different. I can use existing templates to create a new letter no problem, but editing the templates is where I am stuck. Can someone please help? Thank you.
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:
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:
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:
Keep me posted if there's anything else you need in QuickBooks. I'll be around to provide further assistance. Have a great day.
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