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rmdocks
Level 1

Is there a customer contract template in quickbooks desktop?

 
1 Comment 1
Catherine_B
QuickBooks Team

Is there a customer contract template in quickbooks desktop?

Yes, we have available customer letters that we can edit and use, rmdocks. 

 

We have different Customer Letters and you might want to copy and edit our samples or create our own. I'll show you how: 

 

  1. Click Company and choose Prepare Letters with Envelopes
  2. Select Customer Letters
  3. Review which customers needs and receives the contract. 
  4. Click Next
  5. Choose a letter template where you can select from our available letter templates or create a new one. 
  6. Hit Next again and follow the onscreen instructions until we'll be able to use and save the letter. 

Here's an article that will help us further in customizing forms and writing QuickBooks Letters

 

Let me know if you need anything else. Thanks!

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