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JamesAndrewM
Moderator

Customer Letters not opening in Word

Thank you for connecting with us here, Bobbie. Know that this isn't the experience we want you to have. Also, I commend you for trying all those steps.

 

For now, it is best to connect with our QuickBooks Desktop Support. So you can be added to the list of affected users. They also have additional tools to pull up your account and do a screen share. 

 

To speak with one of our experts from QuickBooks Desktop Payroll. Please follow the steps below to contact support:

 

  1. Click Help at the top menu bar, then select QuickBooks Desktop Help.
  2. Select Contact us and then enter that you get Reminder prompts and Continue.
  3. Then choose to Message an Agent or Talk to a Specialist.

 

Please refer to this article for additional details: Contact QuickBooks Desktop Support.

 

You can utilize this article to learn more about handling checks: Create, modify, and print checks in QuickBooks Desktop.

 

Please don't hesitate to reach out if you need assistance with QuickBooks-related concerns. Have a nice day!

ParkersProductions
Level 1

Customer Letters not opening in Word

Just wanted to update my post with the news that my QB2023 is now able to create letters in Word.  Not sure if it was a QB fix or a MS fix.

Edward Koenig
Level 2

Customer Letters not opening in Word

I am also happy to report that my QB Desktop Pro 2018 is also now reconnected to MS Word and exporting documents correctly.

bobbie1006
Level 2

Customer Letters not opening in Word

I wanted to share a success that I just had with this issue.  When I attempted to run my Customer Letters through QB Desktop Premier 2021, I was receiving a Windows Security Virus & Threat protection warning.  Essentially, Windows Security Defender was blocking this action.  I ran a Windows update, and then had our IT person "whitelist" the qbword.dot app.  And after this, I was able to create my Word letters again!!

MH142
Level 2

Customer Letters not opening in Word

I think it is working now.

 

jpivec
Level 2

Customer Letters not opening in Word

Word is finally opening with Mail merge for both the 2023 Desktop version and 2019 Desktop version of Quickbooks. It only took about 3 months. Wonder if we will be receiving any partial refund or extension for the hassle?

 

 

LeizylM
QuickBooks Team

Customer Letters not opening in Word

I understand the hassle and waiting time you have to go through in dealing with this issue, jpivec. 

 

I suggest contacting our Customer Care Team. They have the tools to pull up your account securely and provide information if you're eligible for a refund.

 

Here's how to reach them: 

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help (QBDT).
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

 

You can check out this article for our most updated contact information and scheduled hours: Support hours and types.

 

I've added this article to learn more about creating customer letters in Microsoft Word: Customizing forms and writing QuickBooks Letters.

 

Please know that I'm always here to help if you need additional questions about creating customer letters in QBDT. You can click the Reply button below. Have a great day!

goldfishpub
Level 2

Customer Letters not opening in Word

Really? Which products are you using? Still not working for me. Using QuickBooks Desktop Pro Plus 2023 and Microsoft Word 365. Both are completely up to date. 

MH142
Level 2

Customer Letters not opening in Word

QB 2021. I gave it try last week and it worked.

Rubielyn_J
QuickBooks Team

Customer Letters not opening in Word

Hi there, @goldfishpub

 

I looked up this case in our database and discovered that it had already been resolved. The problem can be fixed by updating all QuickBooks versions and Office to the newest release.

 

Since this is still an issue on your end, I advise contacting our support team. They are equipped to examine your account and determine the root of the error. 

 

You may follow the methods outlined by my colleagues above for more specific instructions, or you can use this article instead: Get help for QuickBooks Desktop.

 

If you need assistance tracking customer transactions, I've inserted this article for your reference: Get started with customer transaction workflows in QuickBooks Desktop.

 

Don't hesitate to leave an update how it goes with reaching our team. I'll wait for your response. Keep safe!

goldfishpub
Level 2

Customer Letters not opening in Word

I just finished chatting with an agent and they informed me it's still not resolved, after doing a Glance session and everything. All I've been told now is that I'm added to the list to be notified once it's fixed. They did get my build info for both QB and Word.

PM50
Level 1

Customer Letters not opening in Word

I'm having the same problem. First they told me my version of Word was too old so I downloaded an updated version and it still doesn't work. I've been on with customer support for 6 hours. Its very frustrating when you spent this money for software and it doesn't work.

 

GIC
Level 3

Customer Letters not opening in Word

I am beyond frustrated with the whole system. It is definitely not user friendly!!!

RCV
QuickBooks Team
QuickBooks Team

Customer Letters not opening in Word

This is something we don't want you to encounter again. I have other additional troubleshooting steps that I can provide so we can fix the issue, PM50 and GIC.

 

Please know that this isn’t the kind of experience we want you to experience when contacting our support agent. Rest assured, I'm here to help and address your concerns right away. Let's make sure to update your QuickBooks Desktop to the latest release to have the recent features and product improvements.

 

If the same thing happens, we recommend running the QuickBooks File Doctor. This scans your company file for errors and quickly fixes them. Here's how:

 

  1. Create a backup copy of your company file to ensure the safety of your file in case you run into some issues.
  2. Close your QuickBooks.
  3. Download our QuickBooks Tool Hub
  4. Open the file you downloaded (QuickBooksToolHub.exe).
  5. Follow the on-screen steps to install.

 

When the installation finishes, open the tool hub on your Windows desktop and follow the steps below.

 

  1. Select Company File Issues.
  2. Click Quick Fix my File.
  3. Start QuickBooks Desktop and open your data file.

 

You can also utilize this article for additional troubleshooting steps: Fix company file and network issues with QuickBooks File Doctor. If the QuickBooks File Doctor doesn’t fix your issue, we'll need to fix data damage on your QuickBooks Desktop company file.

 

If you have performed the troubleshooting steps yet the issue persists, I recommend contacting our Technical Support Team. One of our experts has the necessary tools to check your account securely to conduct further investigation into this behavior. then, Here's how you can get in touch with an agent:

 

  1. In QuickBooks Desktop (QBDT), click Help.
  2. Choose QuickBooks Desktop Help or press F1 on your keyboard. 
  3. Click the Contact Us button in the Have a question? window.
  4. Enter your concern in the description box and select Continue
  5. Choose either Chat with us or Have us call you

 

Please take note of our business hours to ensure we can attend to your needs. Additionally, I’m adding this resource where you can access our self-help articles: QuickBooks Desktop guide. These resources contain topics that will guide you on how to efficiently handle your taxes, payroll, account information, banking tasks, sales or expenses-related activities, and so on.

 

I'd like to know how things going after contacting our support agent, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. 

RCV
QuickBooks Team
QuickBooks Team

Customer Letters not opening in Word

...

kandiwaterinc
Level 1

Customer Letters not opening in Word

I use QB Desktop Pro Plus 2023 & paid a ton for the upgrade.  I am having the same problem.  This is stupid.  All I want to do is send customers collection letters.  I have attempted to create templates and I can't get word to come up.  I have wasted so much time on this.  I see comments from a year ago.  I guess this is never going to get fixed.

JuliaMikkaelaQ
QuickBooks Team

Customer Letters not opening in Word

I recognize how crucial it is for you to access Word so you can send the collection letter to your customers, @akandiwaterinc. It's not the service we want you to experience. I've got some updates about this matter.

 

The investigation regarding the Customer Letters not opening in Word has already been resolved. Since you're experiencing this issue, I highly recommend updating your product to its latest installed version to get the latest security patches and fixes for your system. 

 

If your version is already up-to-date and you're still encountering the issue, you may contact our Support team to help you investigate it further. They are equipped with the necessary tools to examine the root cause of this problem and provide you with a solution. Here's how to reach our experts:

 

  1. Click the Help menu, then select QuickBooks Desktop Help.
  2. Select Contact Us, then enter that you get Reminder prompts and Continue.
  3. Then choose to Message an Agent or Talk to a Specialist.

 

To ensure your customers have a clear understanding of their account status, you may consider utilizing customer statements, which provide a summary of their invoices, payments, credits, and consbalances: Create and send customer statements in QuickBooks Desktop.

 

Please don't hesitate to reach us if you have any further questions or concerns about managing customer collection letters or any other QuickBooks-related queries. We're always available to help you navigate any next steps that may be needed, and we're just a click away.

Elm
Level 1

Customer Letters not opening in Word

I see many are having issues with this same complaint. Has it been resolved yet? I have the same problem. Thank you 

ShyMae
QuickBooks Team

Customer Letters not opening in Word

Hi there, Elm. 

 

It seems that you have posted a similar question twice. Please know that my colleague has already answered the duplicate query, and she has provided a solution to fix the issue and ensure you can access Microsoft Word.  You can view her response through this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/error-message/01/1435422#M159298

 

If you have any follow-up questions or need further assistance with QuickBooks-related concerns, I'm always here to help you. 

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