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Missing Toolkit Templates

Quick Start Guide

This guide walks you through generating your first document in under 5 minutes.

Step 1: Connect QuickBooks Online

  1. Go to Team > Integrations
  2. Click the Connect to QuickBooks button
  3. Authorize Missing Toolkit: Templates in the QuickBooks window
  4. You'll be redirected back with a "Connected" status

Step 2: Your templates are designed for you

While you connect, Missing Toolkit: Templates designs a starter set of templates from your company details — an invoice, an estimate, a statement, and a purchase order. This takes a few minutes; the dashboard shows progress, and your most recent invoice is generated as a PDF so you can see a finished document right away.

The starter templates appear on the Templates page with a Made for you badge. Use them as they are, or click Edit design on any of them and describe changes in plain words — see Designed Templates.

Prefer your own Word template? That works exactly as it always has:

  1. Go to Templates in the sidebar
  2. Click Upload Template
  3. Give it a name (e.g., "Custom Invoice")
  4. Select a .docx file from your computer
  5. Click Upload

Your template should contain placeholder tokens like ${INVOICE_NUMBER}, ${CUSTOMER_NAME}, and ${TOTAL_AMOUNT}. See the Placeholders guide for the full list, or click the Available Placeholders button on the Templates page.

Step 3: Browse and select an entity

  1. Go to Team > Integrations and click Browse Data on your QuickBooks connection
  2. Choose an entity type (e.g., Invoices)
  3. Use the search and filter bar to find a specific invoice
  4. Click View on the invoice you want

Step 4: Generate a document

  1. On the entity detail page, click Generate Document
  2. Select your template from the dropdown
  3. Choose your output format — Word (.docx) or PDF (designed templates always produce PDF)
  4. Click Generate
  5. You'll be taken to the document detail page — click Download to get your file

That's it! Open the downloaded file and you'll see your template with all the placeholders replaced by live QuickBooks data. Choose Word if you need to make further edits, or PDF for a finalized document ready to share.

What's next?