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QuickBooks Desktop Support: Communicating with Customers through QuickBooks and Microsoft Word

Updated: Mar 13

QuickBooks has built-in tools that can help you connect to customers.

If your business has had to close temporarily, or at least scale back operations, we hope you've found ways to stay in touch with your customers. Even if you're struggling, it's important to communicate with the people who have helped you build your company.

QuickBooks can help you with this effort. Its integration with Microsoft Word makes it possible to create and send out letters or emails to customers that can fit a variety of common situations. There are many pre-written templates that you can personalize and send to one or 10 or hundreds of the consumers and companies with whom you've built a relationship. Here's how it works.

Finding Your Message

To get started, open the Customers menu and select Customer Center. To explore what's available, click the down arrow next to Word in the toolbar, then select Customize Letter Templates. This window will open:

Before you start preparing customer letters, you should see what's available.

Click the button in front of View or Edit Existing Letter Templates, then click Next. You'll see the letter templates that are available, divided into types. Spend some time clicking on each type to see what your options are.

Let's say you want to send a letter to customers who haven't been active for a while. Click the button in front of Customer and scroll down to Inactive customer. Select it and click Next. You'll notice that Microsoft Word has opened and is displaying your letter template, which is now saved to your QuickBooks folder. If it's in your taskbar tray, click to open it. Read through it and make any changes you want, then save to the current folder and close it. Click Use Template.

In the window that opens, you'll select the recipients of your letter. Under Include names that are, you'll click the button in front of Inactive.  You want to direct your correspondence to customers, not jobs, so click the button in front of Customer. Look at the list that QuickBooks has displayed and make sure all of the entries have a checkmark in front of them. If you want to remove any of them, click the checkmark to turn it off. Click Next.

You can select the customers who are to receive your correspondence on this screen.

Editing Your Letter

In the window that just opened, Inactive customer should be highlighted. Click Next. Enter the Name and Title that should appear in your letter's signature. When you click Next again, a single Microsoft Word document will open containing all of your letters in one continuous document (each letter will start on a new page). You'll be able to edit these letters without affecting the original template.

If you want to print envelopes, you'll click Next. If you want to continue to edit and send your letters, click Cancel. Your personalized letters should be in your Windows taskbar tray. Open the document and scan through it to see if you want to change anything.

You can edit your customer letters individually.

In the example above, you might want to, for example, delete the customer's first name so it just reads Dear Mr. Burch. Or, you might want to change the words "Have we disturbed" to something like "worried" in the second paragraph.

If you want to save these letters as edited, you can go ahead and do so. Otherwise, just print them as you would any Word document. Of course, you could copy and paste them into your email system and send them that way. But sending a signed, printed letter may provide a more personal touch.

You may have already developed the habit of communicating with your customers outside of exchanging sales forms and payments. If not, consider finding ways to interact occasionally with those individuals and companies that keep your business going. This is especially important right now, as we all wait to see how the recovery will continue to progress. Let us know if we can help in any way during this uncertain period.

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