Hi @sparsell,

Allow me to clear things up about creating or editing a letter template in QuickBooks Desktop (QBDT).

A QuickBooks letter template in itself is a Microsoft Word document that combines text with QuickBooks data fields. That would explain why QuickBooks is asking specifically for MS Word. Without the app, this process won't go through.

If you plan to use and customize form templates, check out the link I provided. Here you'll find the steps on how to customize the templates for your transactions, as well as what information is included.

Don't hesitate to leave a comment below, if you have other questions in mind. I'll be sure to get back to you.