QuickBooks and Word Improve Customer Relationships

August 2, 2023

A common statistic that’s thrown around is that it can cost five times as much to obtain a new customer as to retain an existing one. Even if the cost isn’t that high for your business, you likely know the value of keeping your customers. And that requires maintaining strong relationships with them. Automated communication tools from combining QuickBooks and Microsoft Word can help you do just that. Here’s how.

Paper Correspondence Is Good

QuickBooks integrates well with Microsoft Word, producing business letters from templates in the software. You can, of course, compose your own, but there are numerous pre-written letters that may serve you well. You can copy and paste the finished product into an email, but it’s nice to get a printed letter in the U.S. mail sometimes. It’s less likely to be quickly deleted. Plus, it looks more official, which can be important.

 Figure 1 -  Before you start creating letters, you should see what templates are available.

Figure 1: Before you start creating letters, you should see what templates are available.

Selecting Your Message

To get started, go to the QuickBooks Customer Center (Customers | Customer Center). You’ll want to see what your options are, of course. So with the Customers & Jobs tab highlighted, click Word in the toolbar and select Customize Letter Templates, then click View or Edit Existing Letter Templates and Next. You can see a partial view in the image above.

Click the button in front of Customer in the first column, then highlight Customer apology in the second. Then click Next. Word opens and displays that letter template. Every element of the letter that will be replaced with your own QuickBooks data contains a merge field surrounded by arrows, a kind of placeholder that shows you which fields will be replaced and with what.

Warning: Don’t edit this template unless you want to use it on all subsequent letters of this type.

 Figure 2 -  Word inserts <strong>merge fields</strong> to show you where you own QuickBooks data will go.

Figure 2: Word inserts merge fields to show you where your own QuickBooks data will go.

Defining Your Recipients

Minimize the Word document and return to where you left off in QuickBooks. Click Use Template . Click the correct buttons to indicate whether you want to see Active or Inactive customers or Both , and it you want the list to contains Customers or Jobs . Click Unmark All while you’re doing this test run so you don’t load up your Word documents with too many letters. Click in the column in front of two or three of them.

Click Next, and if Customer apology isn’t highlighted, go ahead and click it. Click Next again. In the window that opens, enter the Name and Title that should appear. When you click Next, Word will create a personalized letter for each customer you selected. Each letter will start on a new page, so you’ll have to scroll down to see them all. You can edit the individual letters. This will not affect the original template.

A Potential Problem

Depending on how thorough your customer records are, you may get an error message saying your mail merge contains **MISSING INFORMATION**. Most often, you haven’t chosen a salutation for each individual you selected for the mail merge. You can either:

  • Cancel the mail merge and add the missing information in each record, then start over again, or
  • Delete the merge field from the letters you created.

Since this is just a test run, go ahead and delete **MISSING INFORMATION** from your letters. Back in QuickBooks, click Cancel in the window that opens since no envelopes are being printed. You’re done with the mail merge wizard now, so you only have to deal with the letters you’ve created. You could save them as a group if you wanted to or just print them to mail to customers. You would treat them like any other Word document.

Some Alternatives

 Figure 3 -  There are multiple ways you can proceed with your mail merge.

Figure 3: There are multiple ways you can proceed with your mail merge.

Now that you understand the basics of mail merge in QuickBooks, let’s go back to the beginning and look at three different ways to create mailings. With the Customer Center opens, click Word again. You’ll see your other options here. You can create a letter for only the highlighted customer, choose your customers first, or prepare collection letters. The latter requires that you set up a filter for your mail merge (date range past due).

Different Business Flows

This may be your busy season, or your business may slow down during the summer months. But customer relations isn’t a seasonal activity and if possible, you should try to keep up with needed correspondence throughout the year. If you have questions about mail merge or any other QuickBooks features, please call. If not, enjoy these warm months!

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