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Community Contributor **

Edit fields for letter templates

Hi,

 

I'm trying to edit a Collection Letter for customers, but am unable to create the exact fields I would like to include. Is there a list of field (between these characters "« »") so that I can create a custom letter that automatically puts in the customers' information?

 

Thank you in advance!

Solved
Best answer 08-19-2019

Accepted Solutions
Moderator

Re: Edit fields for letter templates

Thanks for the quick response, najungahn.

Allow me to take over and help you further with adding characters to custom letters via QuickBooks Desktop.

 

The characters ("« »") you're trying to include when creating a custom letter isn't an option for us right now. To see the list of filed for letter templates, here's how:

 

  1. Click Edit at the top menu bar and choose Preferences.
  2. Select Send Forms in the left panel.
  3. Go to Company Preferences and click Edit.
  4. In the Email Template, click Insert Field.
  5. These are the list of field available.

z.PNG c.PNG

 

You may find these articles helpful:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

The Community is around your corner if you have any other letter template concerns. Have a great day.

3 Comments
QuickBooks Team

Re: Edit fields for letter templates

Hello najungahn,

 

Thank you for posting here in the Community. I want to assist you with the custom fields you want to add on a collection letter.

 

If you're referring to the sales form template available, you can add custom fields from the customer profile and sync them automatically when creating transactions.

 

Here's how:

 

  1. Click the Customers tab at the top menu bar.
  2. Select Customer Center.
  3. Double-click the customer name.
  4. Go to Additional Info.
  5. Click Define Fields.
  6. Add a custom field.
  7. Click OK.

After adding the custom fields you want, let's create the transaction and add them by customizing the template. You can follow these steps:

 

  1. Click the Customers tab at the top menu bar.
  2. Click Create Invoices.
  3. Go to the Formatting tab.
  4. Click Customize Data Layout.
  5. Go to the Header tab.
  6. Put a check mark on the box next to the custom field.
  7. Click OK.
  8. Add the customer name, and the custom field will automatically fill in.

In case you need a visual guide, I'm attaching some screenshots for your reference:

 

 

 

 

 

To know more on how you to modify form templates, check out this article:

 

Use and customize form templates.

 

Let me know if you need further help with creating the fields you need, and I'll be sure to get back to you. Feel free to post your response, and the Community will be sure to get back to you.

Community Contributor **

Re: Edit fields for letter templates

Thank you for that, but I'm looking to modify Word Letters, specifically collection letters. The collection letter is set up to include the client's name and address with the «AddrBlock» field, but I am trying to set it up so that it includes just the Customer Name. I've attached images of the field I am trying to include, as well as the image of the letter I am trying to editFields.JPG Letter Template.JPG

Moderator

Re: Edit fields for letter templates

Thanks for the quick response, najungahn.

Allow me to take over and help you further with adding characters to custom letters via QuickBooks Desktop.

 

The characters ("« »") you're trying to include when creating a custom letter isn't an option for us right now. To see the list of filed for letter templates, here's how:

 

  1. Click Edit at the top menu bar and choose Preferences.
  2. Select Send Forms in the left panel.
  3. Go to Company Preferences and click Edit.
  4. In the Email Template, click Insert Field.
  5. These are the list of field available.

z.PNG c.PNG

 

You may find these articles helpful:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

The Community is around your corner if you have any other letter template concerns. Have a great day.