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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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07/13/11 2:14am PDT
Viewed by asker 07/13/11 6:49am PDT

Why can't I make the create letters template work when I try to convert a word document into a mailshot template

The create letters function does not appear to work.  Whenever I follow the steps in the wizard to create a new template from and existin word document, quickbooks opens the document as selected, but then there does not appear to be any way of inserting the quickbooks fields.  When I select this template to create leters, quickbooks tells me that there are no quickbooks fields in this template, and to select another one.  It appears that the create letters template is not working properly.

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The solution

How far do you get with this process? Do you get the word documant to open and the tool bars for merge fields at the top?

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Thank you Graceman.  It looks like it was my lack of computer literacy, I had not appreciated that the quickbooks part of the program was in a different part of the toolbar in word.  So thyanks agian, it seems to be fine now,

 

 

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