Question

How do you edit a collections letter?

1) You can't edit the default collection letters. You must create your own template from scratch.
2) You must click Subaccount of when you set up the new account. If you fail to mark the account as a subaccount during setup, you cannot make it a subaccount at a later time.
3) Choose Company > Prepare Letters with Envelopes > Customize Letter Templates.
4) When QuickBooks opens the letter in Word, click the Edit Template button at the top of the QuickBooks letter.

Answer 1

To edit a collections letter in QuickBooks, access the Customize Letter Templates option from the Company menu, then use the Edit Template button in Word to make changes. The original default letters cannot be edited and a new template should be created. The mention of subaccounts is unrelated and should be ignored in this context.

Step-by-step explanation:

To edit a collections letter, you need to follow a specific process if you are using software such as QuickBooks. The steps below outline how to customize your collections letters:

1. Navigate to Company in the menu, then select Prepare Letters with Envelopes, and after that choose Customize Letter Templates.
2. Once QuickBooks opens the letter in Microsoft Word, you can start editing by clicking the Edit Template button, which is usually found at the top of the QuickBooks letter template.
3. Make the necessary changes to the template to suit your needs. This may include adjustments to the text, formatting, adding your company logo, or inserting specific collection language.
4. After making your modifications, save the template.

It is important to note that, according to the question, default collection letters cannot be edited directly and must be recreated from scratch. Additionally, the comment on subaccounts seems to be unrelated to the task of editing collection letters, suggesting it may have been included by mistake. Therefore, for clarity of this process, it should be disregarded.