INTUIT QUICKBOOKS: Using Built-In Templates to Communicate with Your Customers, Vendors, and Employees

One of the best-kept secrets in QuickBooks is that it contains dozens of pre-made letters you can use to communicate with your customers, vendors, or employees. One of the things I cover in my Quickbooks classes is templates.

For customers, templates include everything from collection and bounced check letters to an apology or approval/denial of credit. Vendor letters include a request for credit or a charge dispute. And using these templates, you can easily acknowledge your employees’ birthdays or inform them of their vacation or sick time! You can also easily edit the pre-made templates or make your own.

To begin, click the Company menu and choose Prepare Letters with Envelopes:

For this example, I selected Collection Letters. On the first few screens, I selected and then reviewed the Recipients.

You can decide if the tone of your letter is to be formal, friendly, or even harsh. In my example, I went with a Friendly collection notice.

I filled in the name and Title of the person who is going to be signing the letter.

From there, QuickBooks performs a little magic by taking you into Microsoft Word and essentially creating a finished document with the relevant information that it got from QuickBooks.

You can edit the documents or print them. In addition, if you switch back to QuickBooks, this dialog box appears and allows you to create and print envelopes to go along with the letter.

Click OK and you will again be transported into Word, where you will be able to print the envelopes. To be honest, the accounts receivable collection best practices includes properly feeding the envelopes into your printer, so you avoid printing invoices backward or upside down! But that is a topic for another day.

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Rosemary McCracken is a computer trainer with over 25 years of experience in the classroom. She teaches all levels of Microsoft Word, Excel, PowerPoint, Access, Visio, and Outlook. In addition to Microsoft products, she also teaches QuickBooks, InDesign, HTML/CSS, and WordPress. Rosemary has a B.S. from James Madison University. She is Microsoft Office Expert Certified and is also a Certified Online Training Professional.

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Rosemary is teaching several IconLogic classes including HTML5 Basics, CSS, Styles Basics Training, and several classes on QuickBooks.

INTUIT QUICKBOOKS: Using Built-In Templates to Communicate with Your Customers, Vendors, and Employees

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