Helping you get those existing templates in QuickBooks Desktop is my top priority. Let me give you the steps on how to customize the old template.
3. Click View or Edit Existing Letter Templates , then hit Next .
4. Under Types of Letters , pick Customer .
5. In the Letter Template available box, locate the old template then tap Next .
6. Customize the template and press Use Template to save the work.
For future reference on how to prepare a collection letter for overdue customer, please check this article: Customizing forms and writing QuickBooks Letters.
Reach out to me if you have any other concerns or questions. I'm always here ready to serve. Have a good one.
January 29, 2020 08:47 PMThank you for your post! Unfortunately the old template is no longer showing up there. So I went through the steps to create a new template and when I try to use it I get the error message "the quickbooks letter template that you selected does not have any quickbooks letter fields in it. Try a different letter." Every time I attempt to edit the template it gives me this error. I'm not able to edit it. I don't remember how I set up the original letter and maybe I need to do something in the word document that I want to use for the template that would indicate that the customer name and address would be inserted there? I've tried everything I can think of at this point :(
January 29, 2020 11:29 PMI appreciate you performing the steps, @Kulakat2.
I've come across some related cases about the error message you're getting and it seems this has something to do with the system requirements.
I'd recommend checking first the operating system you're using for QB 2020. Here's an article link you can check out: System requirements for QuickBooks 2020 and Enterprise Solutions 20.0.
Let me know how it goes. We can attempt isolating this issue further if you've met all the requirements. I'm always here to help however I can. Have a nice day!
January 30, 2020 08:33 AMThank you again for your help!
I went through the requirement list and everything checks out. Brand new Dell 7070, Windows 10 native, my QB release is R5P, Office 2019, Internet Exporer 11.535. Windows Security has all QB checked as ok, Net.Framework under 4.0 client says Version 4.8.03752, I had tried installing the latest version on the Microsoft website which was 4.6.2 before I checked under client, and got the message that it is already installed. I'm confused that mine show a later version than what is listed on Microsoft so I'm wondering if it is something different. Everything else in NDP shows v4.0 or v4.
One other note, my QB is Accountant Edition. I have tried the letters using it as Accountant edition and after toggling to QB Pro with the same results.
I don't think I mentioned that when I try to "choose a letter template to view or edit" the program basically stops working, little circle spins on and on and I can't get out of QB without ending the program with task manager :(
Any further help is appreciated :)