Printing out Collection Letters from Quickbooks
- Go to Company
- Click Prepare Letters with Envelopes
- Click Active
- Job
- 1 day or more
- Click Next
- Screen may say There are unapplied payments or Credits. Click OK
- If you are sending Late letters keep all Marked or
- If you are printing them out for evictions click Unmark All
- Mark the ones you want to send for eviction notices
- Click Next
- Scroll down to Medium Letter Document (or appropriate name of letter based on time of collection)
- Fill in Name, Title, Click Next
- Letters should pop up on screen or it may be minimized at bottom
- IMPORTANT: Click Select all and change all fonts to 12 because some are too small and must be fixed.
- Scroll down and Review letters for accuracy
- Print out.
- Print out another copy on recycled paper for the files.
- If mailing put in window envelopes
- Put on return address labels and stamps and put on mail ASAP.
- Put copies in Files.