Let's work things out so you can proceed in creating a customer letter, @FORDOF, @MMaxwell805, and @MMaxwell805.
Before anything else, may I ask if you received an error message when creating the customer letter? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.
Please be aware that QuickBooks Desktop 2018 to 2020 requires Microsoft Word 2010, 2013, 2016, or even Office 365 (includes 64-bit) when preparing letters. Also, you'll want to ensure that your QuickBooks Desktop is updated and compatible with your Word application.
Then, check the operating system you're using for QB 2020. Here's an article link you can open for your reference: System requirements for QuickBooks 2020 and Enterprise Solutions 20.0.
In the meantime, we can perform the Verify and Rebuild Data tool in your QBDT company. This helps identifies potential data issues within a company and then resolves most data integrity issues.
Here's how:
- Choose Window then Close All.
- Choose File then Utilities. Select Verify Data.
- To rebuild, proceed to the File menu.
- Choose Utilities then click Rebuild Data.
- You will receive a warning message to back up your company file, press OK.
- Select where you want to save your backup, then select OK at the bottom of the QuickBooks Desktop Backup window.
- Click OK when you get the message "Rebuild has completed".
If the issue persists after running Verify and Rebuild Data, you can proceed to run QuickBooks Tool Hub to fix issues with QuickBooks Desktop: Repair your QuickBooks Desktop for Windows.
In addition, here's an article to help you in case you encounter issues sending your custom email templates in QBDT: Fix custom email template issues in QuickBooks Desktop.
If you need further assistance create customer letters, feel free to reply below. I'll gladly help you out again. Take care, and have a good one!
