# 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](https://missingtoolkit.com) 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](/docs/features/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.