Using drop-down form field in a word 2007 template

https://quickbooks.intuit.com/learn-support/en-us/customize-forms/use-and-customize-form-templates/00/207841

try the link above. It may or may not help. Good luck.

1 helpful vote
Customize email templates in QuickBooks You can manually create email templates for your QuickBooks Desktop transactions. You can also customize your email templates using pre-built data fields.
Important: To customize your e-mail template, the company file needs to be in Single User mode. Also, you must log in as Admin or have the permission to modify company preferences.
To set up your template:

1. From the Edit menu, select Preferences then Send Forms.
2. Go to the Company Preferences tab.
3. From the Delivery Method Default drop-down, choose E-mail.
4. From the Email Templates drop-down, choose the specific transaction.
5. Select Add Template.
6. Modify the email template as necessary.
7. To insert pre-built data, select Insert Field. Note: In QuickBooks 2020, you can also add the customer's purchase order to the subject line -Customer PO No: (Subject)
8. To set the template as default, make sure to select Default, then Save.
9. Select OK to close the Preferences window.

If you batch email and the transactions still use the old template: You may notice batch invoices (as well as other transactions like estimates and statements) sent using the default or old email template after the template was changed or edited. This may happen if you created batch invoices before editing the templates.
To resolve the issue, follow one of the following solutions:
reference:

probably because free trials are only there to allow you to move around the program to see if it is suitable to your expectations
it is not there to use and save data as that is not the purpose of free trial

It is one way or the other. Either, you hard code the date, and it never updates, or use the auto-update.

For your purposes, since the date needs to be hard coded, for compliance, it looks like you'll need to edit the date manually.

Hi,
The following links might help you in making and storing the word templates

http://office.microsoft.com/en-us/templates/HA102373631033.aspx

http://blogs.msdn.com/templates/archive/2008/04/08/creating-and-sharing-word-2007-templates.aspx


Thanks
proton

After long hours searching solutions for this, i have finely got back my work and just in time for submission.well my problem occur when using Word 2007 so this is what i have done. :

1. Go to http://converter.tds.lv
2. Upload the docx document of yours and submit the form.
3. The result then will give you the ability to download varius file format. click the .doc file and it will download the file.
4. Open the .doc in Word 2007.
5. In my case i have got all the format and text back (but i found few text format missing/gone. Just a few though.). So it is better than nothing right?

If you select the correct table from the drop down, the fields should be shown in the box. or keep the table open and try creating form. or create a blank form and on the right side you will get tables and fields, you can just drag and drop required fields

Follow instructions to create web page using new word 2007.

1. Open word 2007.
2. Click insert menu, select Cover Page to select ready template or Blank Page.
3. Once your web page is done click save as.
4. Click Save as type drop down arrow then select "Web Page"
5. Click Save to your work

Hope this will answer your query.

When you goto save a file in Office 2007 you need to change it to save in Office 98-03 format which is .doc , Office 2007 use's .docx by default.

To save it in the .doc format , simply click "Save As" , type in the filename in the box as you normally would....then underneath it is a drop down box, click on that and change it to the .doc


That will get you working!

populate the field's controlsource with =forms.formname.field and then from the properties of the new field change the format to a required one, on saving it will use that format.