How do I insert fields into QuickBooks Letters ?

Predefined QuickBooks Letter fields are available from the QuickBooks toolbar.

Viewing the QuickBooks toolbar

When you choose Edit Letter or Create Letter from the Write Letters wizard, Word opens with the QuickBooks toolbar visible near the top of the window. If you have closed the toolbar and want to redisplay it:

1. Display the View menu, and then choose Toolbars.

2. Select the QuickBooks toolbar for the type of letter you're using.

The QuickBooks toolbar represents the choices you made when you entered information in the Write Letters wizard.

Using the QuickBooks toolbar

If you are preparing one of the preformatted letters, such as a collection letter, your Word document will appear with the fields already filled in. However, if you are creating a different kind of letter, use this procedure to insert fields.

1. Display the View menu, then choose Toolbars and select the appropriate toolbar.

2. Choose the toolbar that contains the names you want to use. Your choice will appear in the upper right area of your document. You can move it to a more convenient place, or add it to the Microsoft toolbar so that it doesn't overlay your document.

3. Place the cursor at any point in the QuickBooks Letter where you want to insert a field.

4. Select the QuickBooks field from a the drop-down menu in the QuickBooks letter fields toolbar.

The selected field appears at the insertion point. In the final letter, QuickBooks information will appear where you've inserted the field. Remember to add a space between fields just as you would if you were manually entering the information.

5. Depending on the kind of letter you are creating, format and edit the letter.

Format the fields as you would in any Word document. Your formatting selections will appear in the final letter.