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Jun 27, 2023 6:45 PM UTC
Question

Is it possible to create a headed letter to a customer?

I want to write and send a letter to a customer using my usual header.  is this possible?

1 reply

Angelyn_T
Jun 27, 2023 8:07 PM UTC

Hi there, JD Stevens. Yes. You can create a headed letter to your customers in QuickBooks Online (QBO). I'm here to guide you on how.

 

You can customise your form to send a headed letter to your customer. To start:

 

  1. Open your QBO account.
  2. Go to the Gear icon, then click on Custom Form Styles under Your Company.
  3. Select the template you're using, then click on Edit under Action.
  4. Tap on Edit print settings under Design.
  5. Mark the Use letterhead paper box, then set the desired margins.
  6. Hit Done to record the changes.

 

Once done, use that template to send letter-headed forms to your client.

 

Aside from the header, you can also modify other details of your forms to enhance your business communications. I'm adding these links as your guide:

 

 

If you have follow-up questions about your forms or customer letter, let me know by leaving a comment below. I'm more than happy to help. Have a good one!