I got your back, @rodney. I want to ensure you'll be able to open customer letters in QuickBooks Desktop (QBDT) seamlessly.
Thanks for choosing QuickBooks as a partner in handling your customer transactions. To ensure you'll be able to open the letter templates, let's first check your software compatibility. QBDT Pro 2023 requires Microsoft Word 2021, 2019, 2016, 2013, or Microsoft 365 (including 64-bit) in preparing letters. You can read this page for more details: System requirements for QuickBooks Desktop 2023.
If verified that you meet these criteria and still having a problem opening customer letters, let's now make sure that your QBDT is updated to the latest release. This will provide you with the most recent program component and fixes.
However, if the issue persists, I highly recommend reaching out to our Technical support team to further investigate the root cause of the problem. They can provide an additional set of troubleshooting steps that will help resolve this. Here's how:
- In your QBDT account, select the Help menu and choose QuickBooks Desktop Help.
- Then, click Contact Us.
- Enter a brief description of your issue and select Continue.
- Log in to your Intuit account and click Continue. Then, select Continue with my account.
- You'll receive a code. Enter it and select Continue.
- Next, choose either Chat with us or Have us call you.
In case you want to customize your sales forms templates, feel free to use this helpful resource as a guide: Use and customize form templates.
Please don't hesitate to leave a reply below if you have any other concerns about managing your templates in QuickBooks. Have a good one and stay safe.
