Automate Your Letters In Automate Your Letters In QuickBooksQuickBooks

By: Michael May SouthData Inc. 336-783-5967

Are you currently Are you currently printing and mailing printing and mailing

letters from letters from QuickBooks?QuickBooks?

This guide will show This guide will show you how to set up you how to set up

your letters correctly, your letters correctly, and outsource the and outsource the

work.work.

QuickBooks Form LettersQuickBooks Form Letters

• These are letter templates stored inside These are letter templates stored inside QuickBooks, that merges your customer data to QuickBooks, that merges your customer data to automate the process.automate the process.

• This process keeps you from manually creating This process keeps you from manually creating each lettereach letter

QuickBooks Form LettersQuickBooks Form Letters• Choose Customer Center

• Choose Customize Letter Templates

QuickBooks Form LettersQuickBooks Form Letters• Select View or Edit

Existing Letter Templates

• Hit Next

QuickBooks Form LettersQuickBooks Form Letters• Choose one of your letters

from the menu and hit next

QuickBooks Form LettersQuickBooks Form Letters• The letter template for that

letter will open in word.

• Where you see <<AddrBlock>> or similar items, QuickBooks will merge your data from your file into that area.

QuickBooks Form LettersQuickBooks Form Letters• To format these letters,

simply leave space around the <<AddrBlock>> by shifting other data to the right side of the letter.

• Also leave a couple lines between the <<AddrBlock>> and the salutation

QuickBooks Form LettersQuickBooks Form Letters• The last step in the process is to go to File, and Save • Your template has been formatted

• You can verify this by following the first few steps to open the same template, and you should see the changes you have made

• The next time your create these letters, your formatting of the letters will be as needed

• This type of formatting for letters can be completed with other types of letters inside QuickBooks besides just the customer letters

QuickBooks Form LettersQuickBooks Form Letters

• For the easiest step in the whole process… Eliminating the printing and mailing of these and all your other items…

• Simply sign up for an account with SouthData, and we will walk you through the entire process to order these items.

Feel free to contact me directly

- Office Phone – 336.783.5967- Email Address mmay@southdata.com

Questions