Missing Toolkit: Templates logo 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: Upload a template

  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.

Not sure what placeholders are available? Click the Available Placeholders button on the Templates page to see every placeholder grouped by data source and entity type.

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. Click Generate
  4. You'll be taken to the document detail page — click Download to get your file

That's it! Open the downloaded .docx file and you'll see your template with all the placeholders replaced by live QuickBooks data.

What's next?