How do I assess finance charges ?

When you assess finance charges, QuickBooks creates an invoice for each charge.

1. From the Customers menu, choose Assess Finance Charges.

2. Select the customers and jobs for which you want to assess finance charges.

Important: Customers and jobs marked with an asterisk (*) have credits in the form of payments or credit memos that you have not yet applied to any invoice. The overdue balance shown in the Assess Finance Charges window does not reflect these credits.

4. (Optional) Change any finance charge amounts by typing over the amounts shown in the Finance Charge column.

To change the interest rate, click Settings and enter the new rate.

5. (Optional) If you plan to print the finance charge invoices to send to customers, select the "Mark invoices To be printed" checkbox. If you send statements, leave this checkbox cleared. The finance charges will be included the next time you print statements.

6. Click Assess Charges.

Assess Finance Charges.

Why the Microsoft Word launches slowly ?

Cause: Word is currently open.

Solution: Exit from any previous Word sessions before attempting to launch it from the Write Letters wizard.

Why the first line of each address prints in the middle of the page but the rest prints on the left side of the page?

Cause: Each address has several lines, but only the first is set to be indented.

Solution: In Word, indent the Address field.

Why the Overdue Invoices field wraps oddly and the columns are misaligned ?

Cause : The font size of the field is too large.

Solution: Use a 10 point (or smaller), fixed-width font, such as Courier.

Why the QuickBooks toolbar doesn't appear in Microsoft Word when designing a QuickBooks letter ?

Cause 1 : The Word document has not been converted to work with QuickBooks.

Solution :

a. Display the Write Letters window in QuickBooks and begin again.

b. Select Design QuickBooks Letters and convert the Word document to a QuickBooks Letter.

Cause 2 : You may have deleted the QuickBooks Letter type property in Word and it needs to be reset.

Solution :

a. Display the Write Letters window in QuickBooks and begin again.

b. Select Design QuickBooks Letters again, and then select Organize Existing Letters.

c. Move the letter to any other Name list, and then back to the desired Name list to reset it.

How do I manage collection of QuickBooks letters ?

This feature is available only in the Pro, Premier, and Enterprise Solutions editions.

Requires Microsoft Word 97, 2000, or 2002.

QuickBooks groups letters according to the list of people who will receive them: customers, vendors, employees, and so on.

1. Display the Write Letters window.

2. Select Design QuickBooks Letters, and then click Next.

3. Select Organize Existing Letters, and then click Next.

4. Select a list of recipients from the 'QuickBooks Name Lists'.

5. Select a letter from the 'Letters available to the selected list.

6. Click one of the buttons to Delete, Duplicate, Rename, or Move the selected letter. Use these buttons to organize your collection of letters in the way that best suits your business correspondence.

You can find all the letters in a QuickBooks Letters folder where you save your company data file.

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).

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).