• QuickBooks - Version 2009

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Using Microsoft® Word with QuickBooks Accounting data

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There are many times when you will need to contact your customers about a billing issue, whether it be collections, a correction or even a thank-you for an early payment. QuickBooks includes several ready-to-use letters in Microsoft Word format. It also offers customizable letters and the option to create your own letter templates. In addition, QuickBooks contains many ready-to-use letters to use with vendors and employees.

In this course, you will learn how to create multiple letters in Microsoft Word with QuickBooks data from your customer, vendor or employee information. With this powerful feature you can add QuickBooks data fields directly to a letter to create templates containing specific QuickBooks information for each customer, vendor or employee you select. This course will also show you how to print labels for individuals or selected groups of customers or vendors.

Learning Outcomes

Students who complete this course will know how to:

• Prepare a collection letter for customers with selected overdue balances
• Prepare other letters from a selected list such as a bounced cheque or credit acceptance letter to customers; credit request to vendors; job applicant letter or employee birthday letter to name a few
• Create a new letter template from scratch
• Convert an existing Microsoft Word document to a QuickBooks letter template
• Organize existing letter templates
• Print labels for individuals or selected customers or vendors

Why You Need This Course

Customer communication is an important aspect of any business. QuickBooks contains contact and account information for all of your customers and vendors, as well as detailed data about your employees. Although you can export QuickBooks data using the Export function, QuickBooks makes the process of creating personalized letters even easier.

When you choose the Prepare Customer Letters option in QuickBooks and you select the customers who will receive the letter, the template to use and a title for the letter, Microsoft Word opens automatically and displays pages of customer specific letters. QuickBooks includes several letters ready for use in specific situations like:

• Collection Letters – These letters include overdue invoices pulled directly from your QuickBooks data
• Customer Letters – This option pulls contact information into a variety of letters, like agreements and thank-you letters to customers
• Vendor Letters – Use this category for disputed charges, payments, or credit requests
• Employee Letters – These templates cover everything from accrued time to birthday wishes

If these form letters don’t communicate exactly what you want to say, you can customize letter templates, and even convert an existing Microsoft Word document to a template.

This course shows you all of the functions related to preparing letters, including using the QuickBooks templates, creating your own letter template and converting a letter from Microsoft Word into a QuickBooks template.

Disclaimer:

Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.