How do I prepare another type of letter?

1. Display the Write Letters window.

2. Then choose Prepare Another Type of Letter.

3. Click Next

4. Select one of the 'QuickBooks Name Lists' to view the letters available for that list. The list of letters for the selected list changes to reflect your choice.

5. Select the letter you want to use and click Next.

6 Choose who you want to write to.

Click Select All to send a letter to all checkmarked names.

Click Clear All to clear all the checkmarks and select specific recipients by clicking on the name.

You can narrow your choice by including names that are active, inactive, or both. If you are using the Customer:Job names list, you also have the option to create a letter for each customer or for each job.

7. Click Next and enter your preferred signature (name) and title for this letter. If you want to be notified when data needed to create the letter you have chosen is missing, click the checkbox. If this notification appears when you start Word, you'll be told how to correct the omission.

8. Click Create Letters to launch Word.

9. From the View menu in Word, choose Toolbars to see the QuickBooks toolbars added for creating your letters. The toolbars are based on the QuickBooks names list you selected You'll use these choices to insert fields into your letters.

10. When you complete the letter, save your work using one of these methods:

Choose Save if you want to replace an existing letter with one that uses the same name.

Choose Save As from the File menu so that you can give the letter a unique name. You'll then be able to locate your new letter easily.

11. Print the letter using the File menu in Word.