How do I convert an existing Microsoft word document to a QuickBooks Letter ?

1. Display the Write Letters window.

2. Choose Design QuickBooks Letters and then click Next.

3. Choose Convert an Existing Microsoft Word Document to a QuickBooks Letter and then click Next.

4 . Use the Browse button to find and then select the Word document you intend to use or enter the filename directly in the field provided.

5. Select the list of names you'll be sending the letter to.

Later when you need to write and print the letter, QuickBooks makes it available to you along with other letters intended for the same recipients.

6. Click Create Letter to launch Word and open your document.

7. Enter a name for your letter in the Enter a Name for Your Letter window. This will help to distinguish it from the original.

8. Click OK.

9. Edit text and insert QuickBooks fields from the QuickBooks toolbar in Word.

10. Save the document in Word (from the File menu, choose Save use the document name you entered in QuickBooks).

When you're ready to send it out, display the Write Letters window in QuickBooks and prepare your letter.

QuickBooks stores all letters in a QuickBooks Letters folder where you save your company data file. Subfolders contain each different group of letters (customer, vendor, employee, and so on).