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smckelvry
Level 2

Customer Letters not opening in Word

This does not work. My QB is updated & have tried this. QB experts verified this does not work & they are working to fix the issue. I assume the newest update actually caused the issue, since it worked fine before the update 

smckelvry
Level 2

Customer Letters not opening in Word

Yikes! I would ask for a refund for the upgrade to 2023 since it was not needed! 

RoseJillB
QuickBooks Team

Customer Letters not opening in Word

Hi there, @smckelvry.

 

Thank you for getting back in this thread with your concern mentioned above. We all know how long it can take for something to function the way you need it to, so this isn't the impression I want you to have. 

 

Concerning above, I’d recommend you contact our Customer Care Team. These types of matters or any account-related concerns are routed to them to thoroughly check and address your query in no time.

 

You can follow the steps below on how to reach them:

 

  1. From your QuickBooks Desktop account, click the Help menu at the top.
  2. Click the QuickBooks Desktop Help menu and select Contact Us.
  3. Provide some information about this concern in the search box, then select Continue.
  4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
  5. Please enter the code that will be sent to your via email and select Continue.
  6. From there, select how you want to connect with us. It’s either to chat with us or Have us call you.

 

On the other hand, you can refer to this link and click the Contact Us button. This will route you to fill out some information about the product you are using and enter a brief description of your concern. Then, please choose a way to connect with us: Contact QuickBooks Desktop support.

 

Let me know if you have acquired further help with your company file. The Community always has your back. Have a good one!

smckelvry
Level 2

Customer Letters not opening in Word

I have already contacted the Customer Care Team. They said there is no solution for the issue currently & they are working on it. They said they added me to the list of people to contact when a solution has been found. If you read ALL of the comments above everyone in this thread has contacted the team & have been told they are working on a solution

GIC
Level 2

Customer Letters not opening in Word

Was this ever figured out? I have over 3,000 customer letters to send out. I've emailed, called, chatted, and finally hung up on customer service! I am beyond frustrated!!!

smckelvry
Level 2

Customer Letters not opening in Word

No, still no repair!

MH142
Level 2

Customer Letters not opening in Word

I just had a half hour chat with QB customer service. All he could tell me is that they are working on it and they will email me when they have a solution.

ParkersProductions
Level 1

Customer Letters not opening in Word

Like everyone else in this thread, QB and Word stopped creating letters toward the end of January.  I spent an hour on the phone yesterday with tech support.  Unistalled and reinstalled MS Office 365.  Updated to QBDT Pro 2023.  And like everyone else, still no letters.  Please fix this feature.  It was working great for over 15 years through many versions of both Quickbooks and Office.

jpivec
Level 2

Customer Letters not opening in Word

MaryRosen, like all of the QUICKBOOKS team, you have no clue as to what you are saying. Giovanni's solution doesn't work any more than any of the other "fixes." How ironic, I received notice of a price increase from Quickbooks for the product that they don't maintain. I will be speaking with my accountant about alternatives.

apark2
Level 1

Customer Letters not opening in Word

I am chiming in here as I discovered the same problem yesterday.  This is a big problem for me in using the quickbooks pro desktop. Now, I am hearing this problem occurs across all of the Quickbooks both the desktop and online versions.I also like to know when this problem would be fixed.

 

I am also distraught about transitioning to quickbooks online.  It seems they no longer support desktop anymore.

MarcieB
Level 2

Customer Letters not opening in Word

Unbelievable. I just discovered today that I am having the same issue as everyone else here, and I am absolutely appalled that Intuit has not provided a fix and is still asking users to go through all the ridiculous steps that don't work after more than a month since they acknowledged the issue. This is completely unacceptable and needs to be fixed IMMEDIATELY. Given what we pay for the software, it is inexcusable that they have not addressed this in a timely fashion. 

 

In the meantime, the only workaround that I can see is exporting needed Customer data to Excel and using the Mail Merge function in Word. This is an incredibly frustrating and time consuming option, but I simply don't know what else to do as I need get this mailing out today.

 

I will be contacting Customer Care and requesting at least a partial refund on my renewal fee for this hassle - but that will have to wait until I have time since I now have to spend hours to create a mailing that should take minutes.

Edward Koenig
Level 2

Customer Letters not opening in Word

I've had the problem since mid January as well. Still waiting for a fix to be posted TO THIS TOPIC THREAD. I've already lost valuable time and I can't spend 2 hours on the phone with tech support, explaining something that 100 other users have already discussed.

dhilldjh
Level 1

Customer Letters not opening in Word

We have done all of this with a QB Tech support person working with us and none of it corrected the problem. Moderators keep responding to this issue with the same information, which does not acknowledge that something was "broken" with Customer letter creation sometime in January.  Everyone of us who reported this was able to create Customer letters in early January,  Then it just stopped working.  This is not an issue of all of us doing needing to check compatibility or rebuild or company files.  This is something that QB needs to look into quickly and address.

We were using QB Premier 2022, Windows 11, and Microsoft Office for Home and Business 2022 on the 2 computers it stopped working on.  

Customer letters is a vital part of our everyday operations and this issue has cost us significantly.  We finally tried using older versions of Microsoft Word and were able to get letters created with Office 2013.  No version above that works for us with QB Premier 2022 anymore .

Something changed in QB. 2022.  

It is not helpful for QB moderators to  keep posting the same non working solutions and telling us to keep re-reporting the same issue over and over again..

goldfishpub
Level 2

Customer Letters not opening in Word

Same here. I do find it strange though that Word will open to edit a template, just not to "Use Template." Hope they fix it soon, especially considering the tripled cost of this software over the past few years. Not about to switch to the Online version, which costs even more, with less features. Been using QBDP for 20 years and never encountered this issue before. Not to mention others, such as Tax Form Worksheets in Excel export giving me errors, and more. I have 2023 QBDP and Word 365, new computer, can't get it more "up-to-date." Shouldn't the newest versions of software be the best performing ones???

Edward Koenig
Level 2

Customer Letters not opening in Word

It's obviously a problem with an update that MS Word put out. My QB 2018 product doesn't receive supported updates from Intuit anymore. So MS Word broke the connection.

 

BUT....... Unfortunately, if QB is going to have an integrated connection that exports to an MS product, then QB needs to keep engineers on staff that can address these broken connections when they happen, and resolve them in a timely manner. I originally thought it was just me that was having this problem, until I spent more time researching the issue and found this thread. 

 

So 6 weeks for me now without an integral database export option for a program I use everyday. Seems silly to pay $300 for a pro product that doesn't give the functionality you bought it for. 21 years with Intuit. How much longer do I wait for a fix, until I start looking for another option?????????????

SirielJeaB
QuickBooks Team

Customer Letters not opening in Word

We hear your sentiments and understand your feelings on this matter, Edward. I know how these challenges impact your company's operation with QuickBooks.

 

We understand the frustration of not being able to use this function as expected and the importance of resolving this as soon as possible. The INV-82335 mentioned above is still in progress. Our engineers are working hard to resolve this issue. We are unable to provide a specific timeframe for when this will be resolved, but rest assured that we will email you updates once everything is fixed.

 

In the meantime, let's create a new Windows user as a workaround. Because this problem affects the computer's primary admin user, creating a new Windows user may help. I suggest consulting with your IT professional for assistance in creating a new Windows user, or you can follow the instructions on Microsoft's website.

 

You may want to learn how to personalize your letters. Check out this article: Customizing forms and writing QuickBooks Letters.

 

The Community is always available to help you with any QuickBooks-related issues. We'd be happy to help you at any time. Keep yourself safe!

lennyg
Level 2

Customer Letters not opening in Word

No idea how but I am once again able to print my letters. Decided today to try it and it works. I did nothing to fix it.

pingrong
Level 2

Customer Letters not opening in Word

I called the last week with the same issue. It's been over a month, and the issue are still not solved? Not even a work around? 

 

pingrong
Level 2

Customer Letters not opening in Word

I did this week too.

pingrong
Level 2

Customer Letters not opening in Word

I haven't tried in 2023.  It affects the 2022 version too. 

pingrong
Level 2

Customer Letters not opening in Word

Hopefully, some engineers can find a work around quickly.  I heard that Intuit is reducing resources for desktop version, and steering customers to the online version, despite the huge price hike and required annual subscription. 

TreasureratPVHA
Level 1

Customer Letters not opening in Word

I had the same issue.  Currently running Quickbooks Desktop Pro 2021, R12_18.  It and Office 365 were up to date, but when I updated to Windows 10, version 22H2, OS Build [removed], I was able to perform the merge.

John_52
Level 1

Customer Letters not opening in Word

I called them 3 weeks ago about this problem on desktop pro plus 2023. They said they didnt have a fix but transfered me to marketing and i was told the way to fix the problem was to upgrade to a higher version for over $1000.00.

I will not be taken advantage of

pingrong
Level 2

Customer Letters not opening in Word

This would be the weirdest solution. This email is what I got from tech support: 

 

I created another admin account on my computer. Believe it or not, I was able to generate a few customer letters.  It still doesn't work in my primary account though. 

 

 

 

Dear Valued Customer, 

We apologize for the delay in finding a resolution to this issue.  Please know that we are still working to identify the cause and will provide updates if more information becomes available via email. Thank you for your continued patience regarding this issue.

During our investigation we have seen a couple things show positive results with impacted users:

1. Update QuickBooks and Office to their latest releases. Both programs have released updates recently, and once on the latest release it can resolve issues you are experiencing. Please work with your IT professional if you are not comfortable performing these steps on your own. 

For QuickBooks use https://quickbooks.intuit.com/learn-support/en-us/help-article/update-products/update-quickbooks-des...

For Office use https://support.microsoft.com/en-us/office/install-office-updates-2ab296f3-7f03-43a2-8e50-46de917611.... Once installed you can verify if you have the latest release by checking https://learn.microsoft.com/en-us/officeupdates/update-history-microsoft365-apps-by-date


2. Creating a new Windows user has also seen positive results. This issue seems to mainly impact the primary admin user of the computer, so creating a new Windows user could help. For help with creating a new Windows user it is suggested to work with your IT professional or you can follow instructions from Microsoft's website https://support.microsoft.com/en-us/windows/add-or-remove-accounts-on-your-pc-104dc19f-6430-4b49-6a2....



QuickBooks Care Team

 

 

bobbie1006
Level 2

Customer Letters not opening in Word

I am experiencing the same issue.  I was able to use the letter templates through Word feature back in January.  As a company and for cost savings, we decided to eliminate our other CRM software and use QB strictly for our customer correspondence.  We did mass amounts of manual data entry into QB to make this transition, and now we are unable to print letter is Word.  Super frustrating!  I have tried both rebuilding our data file and the ToolHub recommendations.  Word and QB are both up-to-date.  Nothing has worked to correct this issue.  QB please help!

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