Create, modify, or delete a form letter

Microsoft Office Accounting 2009 provides several templates for form letters that you can send to customers, vendors, or employees. You can create a custom form letter from scratch or modify one of the templates provided in Office Accounting 2009.

 Note   Form letters use mail merge fields in Microsoft Office Word documents. For instructions about how to create and edit mail merge fields, see Microsoft Office Word Help.

ShowCreate a custom form letter

  1. On the Company menu, click Write Letters.
  2. In the Write Letters Wizard, click Next.
  3. On the Select a Letter Template page, click a button to select the recipient type: Customer, Vendor, or Employee.
  4. Click Create.
  5. Click OK.
  6. In the Create New Letter Template dialog box, type a name for the custom template you want to create.
  7. To open the template as a blank Word document, click Create.
  8. Create your form letter by using mail merge fields.

 Note   To prevent unwanted changes to the template, you can make it read-only and protect the read-only status with a password.

  1. When you have finished, save your file.

 Note   Be sure to save the file in the folder opened by the Save command. If you save the file to another folder, you may not be able to use it in Accounting 2009.

ShowModify a form letter

  1. On the Company menu, click Write Letters.
  2. In the Write Letters Wizard, click Next.
  3. On the Select a Letter Template page, click a button to select the recipient type: Customer, Vendor, or Employee.
  4. In the Available templates list, click the name of the template you want to modify.
  5. To open the template in Word, click Modify.
  6. Edit your form letter.

 Note   To prevent unwanted changes to the template, you can make it read-only and protect the read-only status with a password.

  1. When you have finished, save your file.

 Note   If you modify one of the templates provided with Accounting 2009, you must save it under a new file name. Be sure to save the file in the folder opened by the Save command. If you save the file to another folder, you may not be able to use it in Accounting 2009.

ShowSend a form letter

  1. On the Company menu, click Write Letters.
  2. In the Write Letters Wizard, click Next.
  3. On the Select a Letter Template page, click a button to select the recipient type: Customer, Vendor, or Employee.
  4. In the Available templates list, click the name of the template for the letter to send.
  5. Click Next.
  6. In the Recipients list, select the check boxes for the recipients who will receive your letter.

 Note   To select all the recipients in the list, select the check box next to the Active heading.

  1. Click Next.
  2. If you want to change the signature on your form letter, enter your changes directly in the Signature text box.
  3. When you have finished, click Create Letters.
  4. You can edit, save, and print your form letters in Word.

ShowDelete a form letter

  1. On the Company menu, click Write Letters.
  2. In the Write Letters Wizard, click Next.
  3. On the Select a Letter Template page, click a button to select the recipient type: Customer, Vendor, or Employee.
  4. In the Available templates list, click the name of the template you want to delete.

 Note   You can delete a template you created; you cannot delete a template provided with Accounting 2009.

  1. Click Delete.
  2. To confirm, click OK.
 
 
Applies to:
Accounting 2009