Unable to create customer letters

Help!! Me too! My business is unable to proceed without the letters of commitment i send my clients.. what did u do to fix this? 

I am having the same problem. I run both Desktop 2019 and Desktop Pro Plus 2022 on different machines. And office 365 on Windows 11. The Create customer letters no longer opens word. I attempted to contact support and was just told they are working on it, with no time-able as to when it will be fixed.  I can export to an excel file and then manually do a mail merge, but it is really ackward and not a good solution. Anyone have any fixes for this? 

Thank you for posting this here in the Community space, @bgkypropmgm, @Alison 325, @jpivec. I've got some updates about your query about being unable to create customer letters in QuickBooks Desktop (QBO).

I understand the importance of having the option to use this feature, and I want to ensure this gets resolved on time. As I've checked here on my resources, there's an ongoing investigation related to customers' letters in QBDT. Our Product Development Team is already working to find a fix for this particular issue.

I recommend reaching out to our Customer Care Team. This way, they can add you to the list of affected users and will receive an update once troubleshooting is available. I'll input the steps below to get you going. To begin, here's how:

1. Access your QuickBooks Desktop company.
2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
3. Select Contact Us.
4. Give a brief description of your issue, then select Continue.
5. Sign in to your Intuit account and select Continue and then Continue with my account.

• If you don't already have an account, make sure to Create a new account.

 6.We'll email you a single use code. Enter your code and select Continue.

• If you have more than one account, select the account you want to use and then Continue.

 7. Select to chat with us or Have us call you.

See this article for more details: Contact QuickBooks Desktop support.

Furthermore, you can visit this page to learn about how you can customize your letters: Customizing forms and writing QuickBooks Letters.

I also recommend checking this article to help you retain missing templates inside your company: Restore missing customized templates, logos and information from a restored backup.

Keep me posted if you need help completing tasks inside QuickBooks. I'll be more than happy to help lend further assistance. Take care, and enjoy the rest of the week!

Having the same problem. Had long chat with QB friends - they want me to scrap 2021 and buy annual subscription - Caching every year 

Is this issue called/named QB INV- 83768 ?

sees there is still NO RESOLUTION ,, its been months and i am using brand new QB 2023 on a brand new laptop, such BS..anyone???

I too have been having this problem for months... and after hours of telephone support... no resolution whatsoever... 

Is there anyone in the tech support department working on this problem, and if so, where are they and why are we not getting any information regarding this rather important function of this program?

My frustration regarding this level of support is making me think of changing accounting software.

That's a tough one, @deacon.

I understand the inconvenience of having an important feature not work. I can also see that you've been facing this issue for a long time. Please know that we're working hard to address the concerns in this thread.

I'd like to know more about your concerns so I can help you resolve them. I'd appreciate it if you could confirm which account you're using. Is it QBO or QBDT? What feature are you referring to? On what part of the program are you having difficulty?

Know that any additional information will help us get on the same page. I'll be on the lookout for your response. Take care.

Since you were able to send this to the Foundation's email... I trust you can figure out what program we are using... hint: QB Enterprise Solutions Nonprofit 23.0 Desktop

And I find it odd that you have no record or our hours long tech support call with Brianna weeks ago...

Your canned response is of no help whatsoever...

This problem has gone on now for months... with no response or resolution...

Attached, you will find two issues that might have bearing on why QB can't print to Microsoft Word.

Image #2

It isn't the kind of experience I want you to have while working with QuickBooks Desktop (QBDT), @Deacon1. It's my goal to help you create customer letters using Microsoft Word templates within the Customer Center. I'm here to share some troubleshooting steps to fix the error you're getting.

As I've checked from your screenshot, I can see that the digital signature has been revoked. This can be the reason why the system hinders you to create custom letters for MS Word. Please make sure to install the QuickBooks Desktop Security Certificate to isolate the issue.

Here's how:

1. Locate the file.
   1. Right-click the QuickBooks icon on your Desktop and select Properties.
   2. On the Shortcut tab, select Open File Location, then OK.
2. Install the Certificate.
   1. On the File Location window, look for the Application file (.exe file), then right-click and select Properties. The Application file Properties window opens.
   2. Select the Digital Signatures tab and choose one of the entries in the Signature list field. Select Details.
   3. On the Digital Signature Details window, select View Certificate. The Certificate window opens.
   4. Under the General tab, on the Certificate window, select Install Certificate.
   5. On the Certificate Import Wizard welcome screen, ensure that the Store Location is on Current User, then Next.
   6. On the Certificate Store window, Windows already selected the certificate store based on the type of certificate. Select Next, then Finish.
   7. You will be prompted that the import was successful, select OK.

I'm also adding this material for additional reference: Add QuickBooks Desktop Security Certificate manually.

If you had the certificate installed, make sure that your QuickBooks Web Connector is up to date and that the third-party digital signature is valid. You can review the resources from this link as your guide: How to fix the error “QuickBooks - Application with Revoked Certificate”.

I'm more than happy to help if you have follow-up questions while working with your customer letters. Just leave a comment below. Have a good one!

Followed instructions including very confusing webconnect update... still no letter generation...

Thanks for getting back with the Community, Deacon1. I appreciate you performing Angelyn_T's recommended troubleshooting steps.
 

Since you've confirmed you have your QuickBooks Security Certificate installed, Web Connector up-to-date, and that the third-party digital signature you're working with is valid, but are still unable to generate letters, I'd recommend using your Verify Data utility. This identifies known issues within company files and informs users if their Rebuild Data tool needs to be utilized afterwards.
 

Here's how it's used:

1. Click Window, then Close All.
2. In your top menu bar, go to File.
3. Choose Utilities.
4. Select Verify Data.

In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.
 

If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you can move on to troubleshooting with our QuickBooks Tool Hub.
 

Here's how:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
4. Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

If you're still unable to generate letters, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.
 

I'll be here to help if there's any questions. Have a lovely day!