Introduction

Welcome to Missing Toolkit: Templates, a document generation platform that connects to QuickBooks Online and produces professional Word, PDF and CSV files using your own custom templates.

What is Missing Toolkit: Templates?

Missing Toolkit: Templates is part of the Missing Toolkit product family. It lets you:

• Connect to external data sources like QuickBooks Online
• Upload your own .docx or .csv templates with placeholder tokens
• Browse entities — from QuickBooks Online, invoices, estimates, purchase orders, bill payments, credit memos, customer statements, and sales registers — from your connected data sources
• Generate polished documents by merging live data into your templates — export as Word (.docx), PDF or CSV
• Report on a whole period with a sales register: every sale, one row each, in your own columns

Who is it for?

Missing Toolkit: Templates is built for businesses that need their data in their own document formats. If you've ever manually copied data from QuickBooks into a Word or PDF document, this tool eliminates that process entirely.

Common use cases include:

• Custom-branded invoices and estimates
• Packing slips and work orders
• Construction lien waivers
• Scope-of-work summaries
• Client-facing financial reports
• Collection letters
• Custom purchase order formats
• Sales registers for VAT, GST and sales tax returns
• CSV files for imports into other systems

How it works

The workflow is straightforward:

1. Connect a data source (e.g., QuickBooks Online) from Team Settings
2. Upload a .docx or .csv template with ${PLACEHOLDER} tokens
3. Browse your entities and select one
4. Generate a document — placeholders are replaced with live data
5. Download the finished document as Word (.docx), PDF or CSV

That's it. Your templates, your data, your format.