Collection letter templates quickbooks

How do I edit or add fields in a letter template in Word ? I am using Desktop Pro Labels: QuickBooks Desktop. Reply Join the conversation. QuickBooks Team. I'll be glad to help you edit the letter template. I would suggest you update the release version of your QuickBooks to To do the manual updates. Here's how: Close company files and QuickBooks. Click Start menu. Look for QuickBooks Desktop, click Run as administrator. In the No Company Open screen, select Help menu.

Select Update QuickBooks Desktop. Click Options tab. Choose Mark All and then click Save. Select Update Now tab. Click the Reset Update checkbox. When ready, select Get Updates. Once the update is finished, close and reopen QuickBooks Desktop. For the update to install, choose Yes. Once installation is completed, restart your computer. Screenshot I use Accountant version. Enter a search word.

Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 3. Collection Letters I have started using the collection letters in QB. Labels: QuickBooks Accountant Desktop. Reply Join the conversation. Best answer February 01, Best Answers.

QuickBooks Team. Collection Letters Hello, Yogi. Collection Letters Search no more, Yogi. Click Customer Center. Select your preferred customer. Click the Attach paper clip icon. Select Computer and add the letter or the word document you want to attach. I've tried everything I can think of at this point :.

I appreciate you performing the steps, Kulakat2. I've come across some related cases about the error message you're getting and it seems this has something to do with the system requirements.

I'd recommend checking first the operating system you're using for QB Here's an article link you can check out: System requirements for QuickBooks and Enterprise Solutions Let me know how it goes.

We can attempt isolating this issue further if you've met all the requirements. I'm always here to help however I can. Have a nice day! I went through the requirement list and everything checks out. Framework under 4. I'm confused that mine show a later version than what is listed on Microsoft so I'm wondering if it is something different.

Everything else in NDP shows v4. One other note, my QB is Accountant Edition. I have tried the letters using it as Accountant edition and after toggling to QB Pro with the same results. I don't think I mentioned that when I try to "choose a letter template to view or edit" the program basically stops working, little circle spins on and on and I can't get out of QB without ending the program with task manager :.

Thank you for the feedback on this matter. I see that the template is still causing issues for you. Let's get this taken care of. I suggest running the install diagnostics tool to ensure that windows and QuickBooks are connecting as they should.

In order to run the tool, you need to install the Tool Hub. Just a few simple steps and your ready to go in no time. Install QuickBooks Tool Hub. Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks. Thank you for your suggestion but I'm still getting the same Warning message of "the quickbooks letter template that you selected does not have any quickbooks letter fields in it. I used the tool hub diagnostics and this did not help so I tried a repair on my installation and there were errors so I uninstalled and reinstalled QB and still not working.

Thanks for getting back in touch, Kulakat2. Since the error persists, try troubleshooting Adobe. What this means, the error could be caused due to the corruption of the PDF file. Let me know If you have other additional questions. Thanks for your reply.

I have since been speaking with Quickbooks support and it appears that this is an issue with this version of Accountant They have been working on it with me and we have almost got it fixed. I really appreciate everyone trying to help me though!! I had to call QB support and found out it is an issue with the updated Accountant program. A wonderful lady worked on it for hours so I could get my letters out by today and the software engineers have been given the information they need to hopefully fix the issue.

I really do appreciate all the responses and help that everyone gave me in the community. Just one of those things that couldn't be answered unfortunately. Did you ever get this issue resolved? I am having the same problem. My custom letter templates are gone. They show up in a drop down menu when I want to attach a letter to an invoice but I can't find the actual list to edit. Thank you for joining this thread, dgordon For additional information, please refer to this article: Restore missing customized templates.