Features
Everything you need to generate professional documents from your business data.
Custom Word Templates
Upload your own .docx templates with placeholder tokens. Use your company's branding, layout, and formatting — Missing Toolkit: Templates fills in the data.
- Upload any .docx file as a reusable template
- Automatic placeholder detection on upload
- Your formatting is preserved in generated documents
Smart Placeholder System
Use simple ${PLACEHOLDER} tokens in your Word templates. Missing Toolkit: Templates replaces them with live data from your connected data sources when you generate a document.
- Simple ${PLACEHOLDER_NAME} syntax — easy to type in Word
- Line items automatically generate formatted tables
- Click-to-copy placeholders from the in-app reference
- QuickBooks custom fields automatically available as placeholders
Browse Your Business Data
Browse invoices, estimates, purchase orders, bill payments, credit memos, customer statements, and sales registers directly from your connected data sources. Search by customer or vendor name, date, or document number. See the QuickBooks data we support.
- Browse invoices, estimates, purchase orders, bill payments, credit memos, customer statements, and sales registers from QuickBooks Online
- Search by customer or vendor name, document number, or date range
- View every available field before generating
QuickBooks Custom Fields
Any custom fields you've added to your QuickBooks transactions are automatically available as placeholders — including dropdown fields. No configuration needed.
- Text, number, date, and dropdown custom fields supported
- Dropdown values automatically resolved to display text
- Add new custom fields in QuickBooks — they appear automatically
Your QuickBooks custom field names become placeholders:
${CUSTOM_PLACE_OF_SUPPLY}
${CUSTOM_CUSTOMER_PO_NO}
${CUSTOM_DELIVERY_STATUS}
One-Click Document Generation
Select an entity, pick a template, and generate. Your document is ready to download in seconds with all placeholders replaced by live data.
- Generate and download in one step
- Line items rendered as formatted tables with your styling
- Full generation history with re-download
Team Collaboration
Invite your team members to share connections, templates, and generated documents. Everyone works from the same data.
- Invite unlimited team members
- Shared templates and data source connections
- Configurable date formats and team preferences
Generate in Bulk
Month end is the same job a hundred times over. Select the records, pick a template, and generate them all in one run — a ZIP of separate documents, or a single merged PDF ready to print.
- Select a whole month's records and generate them together
- Runs in the background and emails you when it finishes
- Retry only what failed, without regenerating the rest
- Or set it to run on its own — on the last day of every month, without anyone starting it
Select what you need, take one download:
One Per Record, One Per Line Item, or One Per Box
Every template starts as one document per record: pick an invoice and get one invoice, pick an estimate and get one quote, the same for purchase orders, credit memos, and customer statements. That is how most templates work and nothing more needs setting. When a document belongs to each line instead, or to each box, say so on the template and generation does the rest.
- Per record — one invoice, estimate, purchase order, credit memo, or statement fills the template once. The default, and the right choice for almost everything.
- Per line item — the whole template fills once for every line you pick, joined into one file. A work order or traveler for each part on an estimate.
- Per box — box labels that count themselves. Say how many fit in a box and every "3 of 24" is worked out.
Ship to
Outdoor Services LLC
EF-99-48157 · 550 of 1,450
BOX 1 OF 3
Ship to
Outdoor Services LLC
EF-99-48157 · 550 of 1,450
BOX 2 OF 3
Ship to
Outdoor Services LLC
EF-99-48157 · 350 of 1,450
BOX 3 OF 3
CSV Files, Not Just Documents
A template can be a CSV file as well as a Word document. Build it in Excel with a header row and a row of placeholders, and get back a file in exactly the columns you chose: an import for another system, a spreadsheet for your accountant, or a schedule for a tax filing.
- The placeholder row repeats once for every line, and a totals row prints once at the end
- Checked against your QuickBooks data when you upload it, like any other template
- Name the files a template makes, like ${INVOICE_NUMBER}-${CUSTOMER_NAME}
| Invoice | SKU | Item | Qty | Amount |
| 1043 | EF-48157 | Trail map | 24 | 311.76 |
| 1043 | EF-48212 | Compass | 6 | 89.70 |
| 1043 | EF-48390 | Rain shell | 2 | 158.00 |
1043-Harbor Ridge Coffee Roasters.csv
Format Any Value
Add a filter after a placeholder to change how it prints, right in the template. Spell out an amount in words, write a date the way your customers expect, or drop the thousands commas for an import. The same template then works for every record, with nothing to edit in Word each time.
- Amounts in words for checks and receipts, in US dollars, rupees, pounds and more
- Any date format, upper or lower case, rounding, and text to print when a value is blank
- No typing needed: Format… builds the placeholder for you, with a live preview
- ${TOTAL_AMOUNT|words}
- One thousand two hundred thirty-four and 56/100
- ${INVOICE_DATE|date:F j, Y}
- October 3, 2026
- ${TOTAL_AMOUNT|plain}
- 1234.56
- ${CUSTOMER_NAME|upper}
- HARBOR RIDGE COFFEE ROASTERS
A Sales Register for Any Period
Every invoice, sales receipt and credit memo in a period, one row each, in your own template. Pick last month or last quarter, check the summary, and download it as a CSV file, a Word document or a PDF.
- Warns before you download about missing or repeated numbers, blank columns and other currencies
- Your own columns, including the customer's tax ID and your QuickBooks custom fields
- Runs every month or every quarter on the Advanced plan, and emails you the file
July to September 2026
- Documents
- 31
- Subtotal
- 43,893.30
- Tax
- 3,194.94
- Total
- 47,088.24
2 rows have a blank customer tax ID.
Start generating documents today
Sign up for Missing Toolkit: Templates and see how easy document generation can be.
Get Started30-day free trial. No credit card required.