How to Add QuickBooks Data to Microsoft Word

One of the advantages of using QuickBooks as your business accounting software is that it works well with other popular programs, such as the Microsoft Office suite. For instance, you can use data from QuickBooks to create letters and envelopes in Microsoft Word, simplifying the process of sending out collection notices, invoices and other types of mailings to vendors, customers and employees. To do so, you need to access the Letter and Envelopes wizard.

From the Customer, Vendor, or Employee Center

1. Select the "Customers & Jobs," "Vendors" or "Employees" tab, depending on which center you are using.
2. Select the "Word" drop-down menu. Choose "Prepare Letter to Name" if you want to create a letter for a specific person. Choose "Prepare Customer Letters," "Prepare Vendor Letters," or "Prepare Employee Letters" to create letters for several people. Choose "Prepare Collection Letters" to create collection letters.
3. Select your recipients and the letter template you want to use. Word will opens with the template as a new document.
4. Edit or update the letter as necessary. Save the letters and print them when you are finished.

Article continues below this ad