how to change email cover letter in quickbooks online

Try Process AI free

How to change the email template in quickbooks.

In this comprehensive guide, we will walk you through the intricate process of customizing email templates in QuickBooks to better suit your business needs. From altering invoice email templates to modifying email messages and signatures, we’ve got you covered with step-by-step instructions for QuickBooks Desktop.

Whether you are looking to refine the appearance of your email communications or streamline your branding, this article will provide you with all the essential insights and practical tips to navigate the various aspects of email template customization in QuickBooks.

So, let’s delve into the detailed instructions and unlock the potential of personalized email templates within QuickBooks to enhance your business’s professional image and communication.

How to Change Email Template in QuickBooks?

Changing email templates in QuickBooks allows users to personalize their communication with customers and vendors, creating a more professional and branded experience.

This process not only adds a personal touch but also strengthens the company’s branding. QuickBooks offers several customization options, enabling users to modify the template layout, add company logos, and customize the content according to their preferences.

To begin, users can navigate to the ‘Gear’ icon, select ‘Custom Form Styles’, and then choose the template they wish to edit. Next, they can click on the ‘Edit’ option to access the customization options. From there, they can personalize the template to reflect their brand identity and messaging style.

What is an Email Template in QuickBooks?

An email template in QuickBooks is a preformatted layout that defines the structure and content of emails sent to customers and vendors, providing a consistent and branded communication approach.

These templates play a crucial role in maintaining professionalism and uniformity across all outgoing correspondence, ensuring that every interaction reflects the business’s image and brand identity. By standardizing the format and messaging, email templates help businesses establish a cohesive and polished communication strategy.

They save time and effort by allowing users to quickly generate professional-looking emails with accurate and consistent information, ultimately enhancing the overall efficiency of their communication processes.

How to Change Invoice Email Template in QuickBooks Desktop?

Customizing invoice email templates in QuickBooks Desktop enables businesses to maintain consistent branding and messaging when communicating with clients, enhancing professionalism and brand recognition.

This customization process allows businesses to tailor the content, layout, and design of their invoice emails to reflect their unique brand identity. By incorporating company logos, color schemes, and personalized messaging, businesses can create a more impactful and memorable communication experience for their clients.

QuickBooks Desktop provides easy-to-use tools for altering templates, making it convenient for businesses to adapt their invoice emails according to specific client preferences, thereby fostering stronger client relationships and customer satisfaction.

Step-by-Step Guide to Change Invoice Email Template in QuickBooks Desktop

Changing the invoice email template in QuickBooks Desktop requires a series of sequential steps to ensure that the customized template aligns with the business’s branding and communication requirements.

The first step is to open QuickBooks Desktop and navigate to the ‘Edit’ menu, then select ‘Preferences’. From there, click on ‘Send Forms’ in the left column and choose the ‘Company Preferences’ tab.

Next, you will need to select ‘Customize’ then ‘Invoice’ and ‘Email’. Here, you can make changes to the email template by adding logos, customizing colors, and adjusting the layout to maintain consistent branding. It is crucial to ensure that the template reflects the company’s professionalism and ethos while conveying a clear and cohesive message to the recipients.”

How to Change Invoice Message in QuickBooks Desktop?

Adjusting the invoice message in QuickBooks Desktop allows businesses to convey specific information or promotional content to customers, enhancing the effectiveness of their invoicing communication.

This feature enables businesses to provide personalized messages tailored to each customer, thereby strengthening customer relations and promoting brand identity. Customizing invoice messages also serves as a platform for businesses to communicate essential details such as payment terms, return policies, or upcoming events.

Modifying invoice messages within QuickBooks Desktop is a straightforward process that involves navigating through the settings and accessing the customization options to input the desired message or update existing templates.

Step-by-Step Guide to Change Invoice Message in QuickBooks Desktop

Changing the invoice message in QuickBooks Desktop involves a series of defined steps to ensure that the customized message effectively communicates the intended information or promotional content to customers.

First, open QuickBooks Desktop and go to the ‘Lists’ menu. From there, select ‘Templates’ and locate the invoice template that you want to edit. After finding the template, click on ‘Additional Customization’ and then choose ‘Edit Current’. This will enable you to modify the message displayed on the invoice.

It’s important to tailor the message to match your brand’s tone and ethos, as it can significantly impact how customers perceive your business. By providing clear, user-friendly instructions for customizing the invoice message, QuickBooks Desktop empowers businesses to craft personalized communication that resonates with their clients.

How to Change Invoice Email in QuickBooks Desktop?

Modifying invoice emails in QuickBooks Desktop allows businesses to tailor their communication to clients, ensuring that the information provided is relevant, engaging, and aligned with the company’s branding.

This capability enables businesses to create a professional and cohesive brand image throughout their communication channels. Customizing invoice emails in QuickBooks Desktop empowers businesses to incorporate their logos, brand colors, and personalized messages, further enhancing their customer relationships. This process not only amplifies the professionalism of the company but also fosters a sense of familiarity and trust with clients.

In addition, it streamlines the invoicing process by delivering clear, consistent, and branded communications to customers, thus contributing to a more polished and professional business image.

Step-by-Step Guide to Change Invoice Email in QuickBooks Desktop

Modifying the invoice email in QuickBooks Desktop requires a specific sequence of steps to ensure that the customized email aligns with the business’s communication and branding preferences.

After accessing QuickBooks Desktop, click on the ‘Edit’ menu and select ‘Preferences.’ From there, go to ‘Send Forms’ and choose ‘Company Preferences.’ Here, you can add your company’s logo, adjust the email template, and customize the message to reflect your brand voice. This level of customization ensures that your clients receive professional, personalized invoices, optimizing your business’s image and communication with customers.

How to Change Email Message in QuickBooks Desktop?

Customizing email messages in QuickBooks Desktop allows for personalized and impactful communication with customers and vendors, strengthening relationships and reinforcing brand identity.

By tailoring the content of email messages, businesses can convey specific information such as payment details, order confirmations, or special offers, ensuring that the recipients receive relevant and engaging communications. QuickBooks Desktop provides a straightforward process for customizing email templates, enabling users to add company logos, adjust fonts and colors, and insert personalized greetings, creating a professional and cohesive representation of the brand.

This attention to detail not only enhances the overall customer experience but also contributes to brand recognition and loyalty.

Step-by-Step Guide to Change Email Message in QuickBooks Desktop

Modifying the email message in QuickBooks Desktop involves a series of defined steps to ensure that the customized message effectively communicates the intended information or promotional content to customers and vendors.

You need to access the Company Preferences in QuickBooks Desktop and navigate to the Send Forms section. From there, you can select the message that you want to customize, such as customer emails or vendor emails. After choosing the message type, you can edit the subject line, email body, and any relevant attachments to align with your specific branding or communication needs.

This customization is crucial as it enhances the professional image of your business and ensures that the recipients receive a tailored and personalized message that resonates with them.

How to Change Email Signature in QuickBooks Desktop?

Adjusting the email signature in QuickBooks Desktop enables users to include professional and informative sign-offs in their communication, reinforcing the company’s brand and providing essential contact information.

This feature plays a vital role in maintaining consistent branding across all outgoing emails, enhancing the company’s professional image. To customize the email signature, users can leverage the settings within QuickBooks Desktop, adding elements such as the company logo, employee names, titles, and contact details. By personalizing the email signature, businesses can create a lasting impression on recipients while also offering a seamless channel for communication and establishing credibility.

Customization allows businesses to adapt the signature to suit specific communication needs and align with the overall brand identity.

Step-by-Step Guide to Change Email Signature in QuickBooks Desktop

Changing the email signature in QuickBooks Desktop requires a sequence of steps to ensure that the customized signature reflects the professional image and contact details of the user effectively.

When customizing your email signature in QuickBooks Desktop, it’s essential to consider the visual appeal and information it conveys to your recipients. A well-crafted signature can leave a lasting impression and make your communications more polished.

To begin, access the ‘Preferences’ section in QuickBooks Desktop, then navigate to the ‘Send Forms’ tab. From there, you can modify the email template and personalize the signature with your name, position, company information, and contact details. Make sure to save your changes to ensure that your new signature is used for all outgoing emails.

How to Change Email Template in QuickBooks Desktop?

Changing email templates in QuickBooks Desktop enables businesses to structure and personalize their email correspondence, fostering a professional and cohesive brand image in all communications.

This process allows users to tailor the content, layout, and design of their emails to align with their brand identity. QuickBooks Desktop provides various customization options, including the ability to add company logos, modify color schemes, and include personalized messages.

To modify email templates, users can navigate to the ‘Edit’ menu within QuickBooks and select ‘Preferences.’ From there, they can access the ‘Send Forms’ section and choose ‘Company Preferences’ to make the desired modifications.

By customizing email templates, businesses can ensure that every communication reflects their unique brand and resonates with their recipients.

Step-by-Step Guide to Change Email Template in QuickBooks Desktop

Modifying the email template in QuickBooks Desktop involves a series of defined steps to ensure that the customized template aligns with the business’s branding and communication preferences.

Open QuickBooks Desktop and navigate to the Edit menu before selecting Preferences. Here, choose Send Forms, then under the Company Preferences tab, click on the Template dropdown menu. You can then select the template you wish to modify and click Edit.

Customize the layout, fonts, and colors to reflect your brand identity. It’s crucial to maintain consistency across all customer communications for a professional and cohesive image. Once you’ve made the necessary changes, save the template and start using it for all your email correspondence within QuickBooks Desktop.”

How to Change Email Message in QuickBooks?

Customizing email messages in QuickBooks offers businesses the opportunity to craft tailored and impactful communication with customers and vendors, establishing a distinct and memorable brand presence.

This process can be done by navigating to the ‘Edit’ menu and selecting ‘Preferences’ followed by the ‘Send Forms’. Here, users can personalize the content of emails sent through QuickBooks, including invoices, statements, and purchase orders.

By customizing the email templates, businesses can convey their unique identity and reinforce their branding. This allows for the inclusion of personalized greetings, contact details, and relevant promotions, enhancing customer engagement and fostering a more personalized experience for recipients.

Step-by-Step Guide to Change Email Message in QuickBooks

Changing the email message in QuickBooks involves a series of defined steps to ensure that the customized message effectively communicates the intended information or promotional content to customers and vendors.

You need to access the Custom Form Styles in QuickBooks. Then, click on the appropriate form that you want to customize, such as an invoice or sales receipt.

Next, click the Content tab and select the message you want to change. Now, you can edit the email message text as per your requirements, ensuring it reflects your brand voice and conveys a clear and concise message.

Save your changes and send a test email to yourself to ensure everything appears as desired before sending it to your customers and vendors.

How to Edit Email Template in QuickBooks?

Editing email templates in QuickBooks empowers businesses to refine and customize their email content, ensuring that every communication reflects the company’s brand and values effectively.

This can be achieved through the user-friendly interface of QuickBooks, allowing for seamless customization of email templates to match the desired tone and style. From adjusting the layout and color scheme to incorporating company logos and personalized signatures, QuickBooks offers a range of options to tailor emails to specific recipients.

By leveraging these customization features, businesses can enhance the impact of their communications and create a cohesive brand image across all email correspondence, ultimately strengthening customer relationships and fostering a professional reputation.

Step-by-Step Guide to Edit Email Template in QuickBooks

Editing the email template in QuickBooks involves a series of defined steps to ensure that the customized template effectively represents the company’s brand and values in all communications.

When customizing the email template in QuickBooks, it’s essential to consider the impact of the changes on the overall appearance and messaging of the communications. By making thoughtful alterations, businesses can enhance the professionalism and consistency of their email correspondences.

To start with, navigate to the ‘Gear’ icon in QuickBooks and select ‘Custom Form Styles’ from the menu. This will open up the template customization options, allowing users to modify the layout, colors, fonts, and company logo to align with their branding. It’s crucial to ensure that the customized template maintains a cohesive look and conveys the intended brand identity across all email communications.

How to Change QuickBooks Email Template?

Changing QuickBooks email templates allows users to personalize their communication with customers and vendors, creating a more professional and branded experience for all outgoing emails.

By altering the email templates in QuickBooks, users can tailor the layout, design, and content to reflect their brand’s identity. Customization options include adding logos, changing colors, and inserting personalized messages.

To begin, users can navigate to the ‘Company’ menu and select ‘Custom Form Styles.’ From there, they can choose the template they want to modify and use the editing tools to make desired changes. This flexibility enables businesses to maintain a consistent and professional image in their email interactions.

Step-by-Step Guide to Change QuickBooks Email Template

Changing the QuickBooks email template involves a series of defined steps to ensure that the customized template aligns with the user’s professional communication and branding preferences.

Begin by accessing the QuickBooks software and navigating to the ‘Company’ menu. Next, select ‘Prepare Letters with Envelopes,’ followed by ‘Customer Account Statement.’

Then, click on ‘New,’ and choose ‘Transactions’ under the ‘Type’ field. From here, you can customize the template by adding your company logo, adjusting the font styles, and ensuring consistent color schemes. It’s crucial to maintain brand consistency and professionalism in all communication, including email templates.

Once the changes are made, be sure to save the template to use it for future communications.

No credit card required

Your projects are processes, Take control of them today.

Change email address or security question

You have the option to update the email address or security question for your account by following these steps:

Click the Gear icon > Your Account . (If you see User Profile instead of Your Account, see Add or change security information for instructions.)

• Click the Personal Info tab.
• Click Edit Personal Info .
• Scroll to the Sign In Info area at the bottom, and click Change to change your sign-in information.
• If asked to, confirm that this is your account by requesting and entering a confirmation code. Otherwise, click Continue to go to a secure page to make your changes. A new window opens in which you will need to sign in again. The Intuit Profile page opens in the new window.
• On the Intuit Profile page, click Edit next to Email address, make your change, and click Save to save it.
• Click the Security tab to go to the area where you change your password.
• Click Edit next to Security question, make your changes, and click Save to save them.
• Close the Intuit Profile window to return to QuickBooks.
• You will see the message, "If you've changed your sign in information, it has been updated. Click OK .

If you changed your password, you must use your new password the next time you sign in.

Change your user ID and password

Add or change security information

Common questions about using Intuit Link

This article will help you with common tasks in the Intuit Link online portal.

Follow these steps to download chat logs, messages, and comments from Intuit Link:

• Sign in to Intuit Link .
• Select the Client Name to open Client Details .
• Above the list of requests, select Download Responses (.csv) file.

What does it cost?

Intuit Link is free with your purchase of Lacerte or ProSeries.

Pay-Per-Return customers will need to purchase Remote Entry Processing (REP) at least one return to get access to Link. Wait 1 business day after the purchase is made before you access the tool.

How do I sign up to receive notifications?

You can turn on email notifications for client activity. These emails are sent around 6 AM and will let you know if one or more clients were active in the prior day.

To change your notification preferences:

• Select Firm Settings in the left panel.
• Go to the Client Activity Emails section.
• Make your wanted changes.  To opt in, slide the bar over to the left.  To opt out, slide the bar over to the right.
• Select  Save.

To view the active clients:

• Select View Client's Activity .
• This will take you to the Link Overview page where the client list will be sorted by Last Activity . 
• To view the client's responses, select Review under the Actions column.

How do I create Request Templates?

To create custom request templates:.

• Select the  Request Templates  tab.
• Select  New Template  to create a template from scratch.
• Enter the name of your custom template in the  Untitled Template  field.
• To add an engagement letter to the template, select  Add Engagement .
• client name = $client_name$
• firm name = $firm_name$
• To add questions to your custom questionnaire, select  Add Question  and then enter your question in the field provided.
• Repeat the steps 7 and 8 to add additional questions.
• To add a document request, select  Add Document Request .
• Repeat steps 9 and 10 to add additional document requests.
• Select  Save  to save your template.

To make a copy of a sample template:

Intuit Link has sample templates that you can use to send out to your clients or you can make a copy and then modify it to suit your needs.

To make a copy of the sample template:

• You'll see three sample templates: Individual , Partnership , and S-Corp .
• Select the sample template you need a copy of.

• You'll then see a copy of the sample template. Select in the  Template Name  field to change the name of the template.

To modify the questionnaire:

• To modify the questionnaire description, click inside the field and enter the desired text.
• To change the question type, select the dropdown arrow and select either Open Ended or Yes or No .
• To delete a question, select the trash icon.
• To add a new question to the questionnaire, select  Add Question  at the bottom of the questionnaire list.

To modify document requests:

• To modify the description of the document request, click inside the field and enter the desired text.
• To delete a document request question, click the trash icon.
• To add a new document request, select  Add Document Request  at the bottom of the Documents list.

To send requests to your client and use the My Custom Request Template:

• Open the client that you want to send the request to.
• Select  Add Request .
• In the Add Request window, select  Request Templates .
• Select the arrow in the Template field and select your custom template to see a preview of the request.
• The request list will automatically fill in with the documents and questions from the template selected.

Alternative method:

• Select the arrow next to  Add Request .
• Select your custom template or one of the sample templates.
• When you're ready to send the requests to your client, select  Send draft requests .

How do I lock responses completed by the client?

You can lock requests that the client has completed. Once a request is locked, the client won't be able to change their responses.

To lock a response:

• Find the desired client on your Client List.
• Select  Review  in the  Actions  column.
• Find the request(s) you want to lock and prevent the client from changing their response.
• To unlock the request, uncheck the box.

When a response is locked, the request will be unavailable on the taxpayer's portal and the taxpayer won't be able to change their response. Locked questions will have a green checkmark and will have the following text: Accepted by your tax professional . See the image below for the taxpayer view.

How do I download the engagement letter as a PDF?

To download the engagement letter as a preparer:.

• Select the client name from the client list.
• Select View on the engagement letter item line.
• Select Download as PDF .
• To print the engagement letter, open the PDF with the preferred PDF viewer, and then print.

To download the engagement letter as the taxpayer

• Go to the To Do's tab.
• Find the engagement letter in the To Do's list.

How do I create custom email templates?

Follow these steps to create custom email templates:.

• Go to the  Email Templates  tab.
• Select New Template .
• You can use tags as a placeholder in your letter for the client name and your firm name.  The tag is replaced with your client's name. The same goes for the Firm Name tag. The tag is replaced with your actual firm name.
• Select  Save .
• Repeat the steps above to create additional templates.

Now when you send an invitation, a request for data, or a reminder to your clients, you can select the appropriate template from the Templates selection menu.

How do I set up client auto-reminders?

Reminders are client specific and you can create multiple reminders for one client. To create reminders for multiple clients, you need to go into each client and setup the reminders individually:

• In your client list, select the client that you need to set up a reminder for.
• On the Request Activity screen, select the  Reminders  tab.
• You will now see the  Add Reminder  screen.  The email address will default to the client's email address in Intuit Link.
• When you select a custom email template, the subject and email text will automatically populate with text from your custom template. Otherwise, leave the Templates field blank and manually type in the subject and email text.
• To create a custom email template, select the gear icon to go to the Email Templates setup area. See "How do I create custom templates?" above for instructions.
• You can setup a one-time reminder, as well as daily, weekly, or monthly reminders.
• Daily, weekly, and monthly reminders require a start and stop date.
• Reminders are sent out at around 6:00 AM CT.
• Select  Setup Reminder  to save a reminder for your client.
• To create additional reminders, repeat the steps above.

The reminders will now be shown on the Reminders screen in a  Scheduled  status. The status will change to  Sent  after it's been sent to the client on the morning of the scheduled date.

How do I send invitation reminders to all clients with an Invite Pending status?

You can send a one-time email reminder to all clients who haven't accepted their invitation yet.

Before you start:

• Clicking on the Invitation Reminder button will send a reminder email to all clients who have a pending invitation.
• To see a list of clients who have a pending Link invitation, select the  Invite Pending  filter.
• Invitation Reminder will unavailable after any preparer in the firm who has access to Intuit Link presses the button.
• The button becomes unavailable after the first use is to prevent from inadvertently sending out multiple reminder emails in multi-user environments.
• The button will re-enable at the first of each month.

To send an invitation reminder to all clients:

• Click the  Invitation Reminder  button at the top of the Intuit Link client list.
• Next, you'll see the  Invitations Reminders Template  where you can customize the email reminder that will be sent to your clients with a status of Invite Pending .
• Select  Continue  to send the reminder email to  All  clients who have a pending invitation.

How do I send a notification email to a client to sign in to Intuit Link and complete their tasks?

You can send emails to clients who haven't completed the questions or uploaded requested documents.

To notify the client:

• Find the client you want to send the reminder email to.
• In the  Actions  column, select  Review .
• Select Notify Client .
• You can modify the text in the reminder email here.
• When ready to send the email to the client, select  Send Notification .

Was this helpful?

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

• Common questions about your client list in Intuit Link by Intuit • 60 • Updated February 21, 2024
• General questions about Intuit Link by Intuit • 16 • Updated November 18, 2023
• Using Intuit Link in Lacerte by Intuit • 83 • Updated 1 month ago
• How taxpayers can use Intuit Link to send requested documents by Intuit • 44 • Updated December 01, 2023

• Create Account

  Your underground connection to available grants         for nonprofits, schools, and municipalities!

Home › Blog

  <meta name="google-site-verification" content="YrxY7P8Ppo4n-8P5ScasRofMdF8cNmwxW3Pj51Gbhfw" />

Welcome to our Blog! Looking for grants? Try out your own grant search on our Home page!

How to use the quickbooks letter writing feature.

There is a letter writing function within the QuickBooks program.  It is a pretty handy application, and one that I have to admit has frustrated me in the past.  If you use QuickBooks as your accounting software and track your donors with it (which you can), this letter application becomes a really great way to send letters to them.  I can think of all sorts of reasons:  to summarize their giving for the year and say thank you, to send letters to donors that have not donated in the past year, to send an announcement of an upcoming event, reminders to pay their pledges, and so on!  But if you’re like me, tried to use this application and gave up, or never bothered with it at all, let me save you a little frustration and give you the walk-through of using it.

Step 1:   Select the Company Menu

Step 2:   Scroll down until you see Prepare Letters with Envelopes .  If you click that, another little menu will pop out where you can select what type of letter you want to prepare.  Generally, you’ll probably want to send letter to your donors.  In QuickBooks, a donor would be the same thing as a Customer. 

Step 3:   When you have selected the type of letter, a window will pop up to allow you to select your recipients.  If you are going to customize a letter (and I suggest that you do, to add a personal feel), don’t worry about selecting your recipients at this time, just go with the default selections and click the Next button.

Step 4:   In the next screen, you can select a letter template.  If you are going to personalize the letter, select Create or Edit a letter template , and click Next .

Step 5:   Now you can choose what you want to do.  It’s probably easiest to View or Edit Existing Letter Templates , because all the formatting is already in place and you can simply edit the letter to include your organization logo and replace the template text with your personal message.  Click Next .

Step 6:   You have the option of choosing what type of letter you would like to edit, and there are all sorts of templates to choose from here.  Pick the one that you feel best describes what you are trying to accomplish.  Once you have selected your template, click Next .

Step 7:   Be prepared.  Your selected template will open in Word.  You can now edit this letter to insert your own message.  Any text you see that is enclosed with the << and >> symbols ties back to a field which will be populated by the QuickBooks program.  You do not want to edit these fields, just the text of the letter.  When you are happy with the edit, go to File and Save As .  Save this template with a unique name, NOT the default name of the template you chose in QuickBooks.  Close the Word program.

Step 8:   You are now back in QuickBooks and should be seeing a window that says Use the New Letter Template .  Click Use Template .  Now you are back to the window that says Review and Edit Recipients.  Click Cancel .  I know it doesn’t make sense, but the new template you created isn’t always going to appear right away.  You need to exit this application to make sure your edited template is available.

Step 9:   Repeat steps 1 – 3. 

Step 10:   You should be at the Review and Edit Recipients window.  Now you can select the people who will receive the letter.  Once that is done, click Next .

Step 11:   You are now at the Choose a Letter Template window.  You should be able to see your edited letter in the list, with the file name you saved at the time you edited the letter.  Select that letter and click Next .

Step 12:   Enter the name and title of the person who will sign the letter.  Click Next .

Step 13:   Now your letters should be created in Word and ready to be printed, with all the fields populated with your recipient names and addresses.  Now you can review the letters on screen and print when you’re ready!

Post Comment

Posts by category, latest posts.

Editing an existing QuickBooks letter template

Qb issue resolution:.

A QuickBooks letter template can be edited (and can even include letterhead and logos).

Detailed Instructions

• Go to Company > Prepare Letters with Envelopes > Customize Letter Templates
• Select View or Edit Existing Letter Templates and click Next
• Select a Letter Template to View or Edit and click Next . The template is opened in Microsoft Word
• Make changes to the template as desired (for example, letterhead and/or logo could be pasted into the template)
• When customization is complete, click File > Save in Word (in Microsoft Office 2007 click the Office button and click Save ), then close Word
• Click Finish in QuickBooks

Resolution for Issue 'Editing an existing QuickBooks letter template' available: Yes (Solved). Source: Intuit Community forum.

Editing an existing QuickBooks letter template: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

• quickbooks windows faq