Wednesday, July 8, 2009

How do I view or edit a QuickBooks letter ?

1. Display the Write Letters window.
2. Choose Design QuickBooks Letters and then click Next
3. Choose View or Edit Existing Letters and then click Next
4. To create a new letter based on an existing one, select the existing letter and click Edit Letter. In Word, edit text and QuickBooks fields, using the QuickBooks toolbar, and then save the document in Word using a different name (from the File menu, choose Save As and enter a unique name). Be sure to save the edited letter in the same folder as the original letter.
To move or copy a letter from one group to another, click Prev and then click Organize Existing letters.
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).

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