United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Scribo
Level 2
posted
‎August 10, 2024 11:19 AM
last updated ‎August 10, 2024 11:19 AM

wordperfect

How does QBDT link to MS Word, and is there any way to link to a different word processor, like wordperfect?

 

Solved
Reply Join the conversation
Best answer August 10, 2024
Solved

Best Answers
Maybelle_S
QuickBooks Team
QuickBooks Team
‎August 10, 2024 01:13 PM

wordperfect

QuickBooks Desktop (QBO) can work with MS Word to create and customize templates and export data, Scribo, but not for direct integration.

 

Currently, real-time data synchronization between MS Word and QBDT is unavailable. However, you can export QuickBooks reports to Excel and copy the data into a Word document for formatting and adding comments.

 

QBDT allows you to create and customize templates for forms like invoices and purchase orders. You can use MS Word to design these templates and then import them into QuickBooks.

 

Additionally, direct integration with WordPerfect or other word processors is unavailable. You can export data from QuickBooks into formats like CSV or Excel and then use WordPerfect to handle or format the data. To use WordPerfect for forms, manually create or convert documents and then import or copy the data into QuickBooks.

 

Furthermore, visit this link to learn the supported software in QuickBooks: System requirements for QuickBooks Desktop 2024.

 

Moreover, check this guide to personalize templates in QuickBooks: Use and customize form templates.

 

I'm happy to help if you have follow-up questions while working with MS Word. Just leave a comment below.

View solution in original post

Reply Join the conversation
4 Comments 4
Maybelle_S
QuickBooks Team
QuickBooks Team
‎August 10, 2024 01:13 PM

wordperfect

QuickBooks Desktop (QBO) can work with MS Word to create and customize templates and export data, Scribo, but not for direct integration.

 

Currently, real-time data synchronization between MS Word and QBDT is unavailable. However, you can export QuickBooks reports to Excel and copy the data into a Word document for formatting and adding comments.

 

QBDT allows you to create and customize templates for forms like invoices and purchase orders. You can use MS Word to design these templates and then import them into QuickBooks.

 

Additionally, direct integration with WordPerfect or other word processors is unavailable. You can export data from QuickBooks into formats like CSV or Excel and then use WordPerfect to handle or format the data. To use WordPerfect for forms, manually create or convert documents and then import or copy the data into QuickBooks.

 

Furthermore, visit this link to learn the supported software in QuickBooks: System requirements for QuickBooks Desktop 2024.

 

Moreover, check this guide to personalize templates in QuickBooks: Use and customize form templates.

 

I'm happy to help if you have follow-up questions while working with MS Word. Just leave a comment below.

Reply Join the conversation
Scribo
Level 2
‎August 10, 2024 01:29 PM

wordperfect

I still am looking for the mechanism by which QBDT opens Word, and why I have no other options in that process, or how QBDT knows where to store templates and drafts of letters, in which process I also apparently have no options or input. In the Customer Center, Customer Information window, there are drop-down tabs for Excel and Word, but it looks like that tool bar is not customizable in any way, correct?

Reply Join the conversation
Scribo
Level 2
‎August 10, 2024 01:37 PM

wordperfect

Thanks for your help

Reply Join the conversation
LeizylM
QuickBooks Team
QuickBooks Team
‎August 10, 2024 02:46 PM

wordperfect

Microsoft word is limited to preparing letters and envelopes, Scribo. I can see how having this option would be helpful for you and your business.

 

Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Desktop (QBDT). 

 

Here's how:

 

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

 

 

I'm also adding this article for future reference in customizing reports in QuickBooks Desktop: Customize reports in QuickBooks Desktop. You can add some details you need to show in your report.

 

If you have other concerns about managing your account, let me know. I'm just a post away. Take care!

Reply Join the conversation
Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.
Featured
The Answer Room: Fall and Winter Hashtag Holidays
The holiday season is here, and there are a handful of celebrations to prep...
Read more
Community Chatter: Setting Up Payroll Taxes & Answering Common Questions
If you’re interested in streamlining your payroll process or automating som...
Read more
Payroll Basics all Small Business Owners Should Know
(view in My Videos) Check out the full article in the QuickBooks Blog here....
Read more

Need to get in touch?

Contact us