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#MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO HOW TO#
#MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO SOFTWARE#

You can create multiple templates for each transaction type transaction listed.

From the Email Templates drop-down menu, select a transaction type.

From the Delivery Method Default drop-down menu, select Email.

Select the Send forms menu and then the Company Preferences tab.

Go to the Edit menu and select Preferences.

You can create multiple templates for each transaction type.

Go to the File menu and select Switch to Single-User Mode.įollow these steps for each template you want to create.

You can also sign in as a user with permission to edit company preferences. Note: QuickBooks Desktop 2022 adds the option to customize and email bill payment stubs. Then all you have to do is select the one when you send an invoice, sales receipt, estimate, or other transaction. Want to personalize your emails to customers and vendors? You can create email templates with customized subject lines and email bodies.

#MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO HOW TO#

Step 13: Now your letters should be created in Word and ready to be printed, with all the fields populated with your recipient names and addresses.Learn how to customize email templates and use them to send messages from QuickBooks. Step 12: Enter the name and title of the person who will sign the letter. You should be able to see your edited letter in the list, with the file name you saved at the time you edited the letter. Step 11: You are now at the Choose a Letter Template window. Now you can select the people who will receive the letter.

Step 10: You should be at the Review and Edit Recipients window. You need to exit this application to make sure your edited template is available. I know it doesn’t make sense, but the new template you created isn’t always going to appear right away. Now you are back to the window that says Review and Edit Recipients. Step 8: You are now back in QuickBooks and should be seeing a window that says Use the New Letter Template. Save this template with a unique name, NOT the default name of the template you chose in QuickBooks. When you are happy with the edit, go to File and Save As. You do not want to edit these fields, just the text of the letter. Any text you see that is enclosed with the > symbols ties back to a field which will be populated by the QuickBooks program. You can now edit this letter to insert your own message. Your selected template will open in Word. Once you have selected your template, click Next. Pick the one that you feel best describes what you are trying to accomplish. Step 6: You have the option of choosing what type of letter you would like to edit, and there are all sorts of templates to choose from here. It’s probably easiest to View or Edit Existing Letter Templates, because all the formatting is already in place and you can simply edit the letter to include your organization logo and replace the template text with your personal message.

Step 5: Now you can choose what you want to do. If you are going to personalize the letter, select Create or Edit a letter template, and click Next. Step 4: In the next screen, you can select a letter template. If you are going to customize a letter (and I suggest that you do, to add a personal feel), don’t worry about selecting your recipients at this time, just go with the default selections and click the Next button. Step 3: When you have selected the type of letter, a window will pop up to allow you to select your recipients. In QuickBooks, a donor would be the same thing as a Customer. Generally, you’ll probably want to send letter to your donors. If you click that, another little menu will pop out where you can select what type of letter you want to prepare. Step 2: Scroll down until you see Prepare Letters with Envelopes. I can think of all sorts of reasons: to summarize their giving for the year and say thank you, to send letters to donors that have not donated in the past year, to send an announcement of an upcoming event, reminders to pay their pledges, and so on! But if you’re like me, tried to use this application and gave up, or never bothered with it at all, let me save you a little frustration and give you the walk-through of using it.

#MAKING CUSTOM TEMPLATE QUICKBOOKS DESKTOP 2016 PRO SOFTWARE#

If you use QuickBooks as your accounting software and track your donors with it (which you can), this letter application becomes a really great way to send letters to them. It is a pretty handy application, and one that I have to admit has frustrated me in the past. There is a letter writing function within the QuickBooks program.