Using QuickBooks and Microsoft Word, you can prepare a variety of letters for
the people with whom you do business. To get you started, QuickBooks includes
a set of prewritten letters that you can send to customers, vendors, employees,
and others. You can modify the letters to suit the needs of your business, and
even create new letters.
How does QuickBooks prepare the letters?
QuickBooks lets you select the letter recipients and pick the type of letter
you want to send. Each letter type corresponds to a template (created in Microsoft
Word) that combines text with QuickBooks fields.
QuickBooks creates a Word document containing the letters, each one
starting on a new page, and fills the fields with data pertinent to each recipient.
For instance, a collection letter includes the customer's name, outstanding
balance, and list of overdue invoices.
To do this task
Click the type of letter you want to prepare:
Letters to customers, vendors, or employees
Letters to people on your Other Names list
Creating or editing QuickBooks letter templates
Managing your collection of letter templates
Troubleshooting problems with letters
Where can I find the letter templates?