Greetings, SarelZA. I'm here to assist you in efficiently utilizing the custom letter feature within the program.
Before anything else, I'd like to know what Microsoft Word you're using when creating the template. Please know that QuickBooks Desktop 2018 to 2020 requires Microsoft Word 2010, 2013, 2016, or even Office 365 (includes 64-bit) when preparing letters.
In the meantime, I suggest utilizing the Verify and Rebuild tool. The verify tool is good at detecting the most common problems in a company file, and the rebuild tool will fix them.
Here's how to verify your company data:
- Go to Window, then select Close All.
- Click File, then click Utilities.
- Choose Verify Data.
Please follow the steps below to rebuild your company file data:
- Go to File, Utilities, then click Rebuild Data.
- Follow the prompt instructions, then select OK.
- Choose where you want to save your backup, then hit OK.
- Enter a new name in the File name. Click Save.
For more detailed steps, you can read this article: Verify and Rebuild Data in QuickBooks Desktop.
In addition, you may find the following articles helpful in managing reports moving forward:
Should you require further assistance with managing letters and templates or other QuickBooks-related concerns, drop by again so that we can help you promptly. Have a good one.
