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Experienced Member
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Can I email Remittance Advice from QB desktop?

I can print remittance advice but I can't find an option to email it. Instead I have to print it, scan it, then email it. Is QB able to email it directly?

Best answer 05-10-2019

Accepted Solutions
QuickBooks Team

Re: Can I email Remittance Advice from QB desktop?

Hello accounts63,

 

Apologies, this is for QuickBooks Online! I clearly did not read the title of your query correctly!

 

You cannot email a remittance advice directly from the Desktop product. You can go File > Printer setup > Remittance advice and change the default printer to PDF. This means that when you go to print the form in the future, it will instead download a PDF version that you can attach directly to your emails rather than printing and scanning.

 

I again apologise for misreading your query.

 

Thanks,

Talia

 

 

5 REPLIES 5
QuickBooks Team

Re: Can I email Remittance Advice from QB desktop?

Hello accounts63,

 

You can email the remittance advice by selecting save & send when viewing the payment. You can also tick the payment when viewing expenses, and select batch actions > send remittance.

 

Thanks,

 

Talia

Experienced Member

Re: Can I email Remittance Advice from QB desktop?

Hi Talia,

 

Thanks for the reply. I can't see 'Save and Send' when viewing the payment. Is it in a sub-menu?

QuickBooks Team

Re: Can I email Remittance Advice from QB desktop?


Hello,

 

Apologies, it is under the drop down arrow next to save and new.

 

Thanks,

 

Talia

Experienced Member

Re: Can I email Remittance Advice from QB desktop?

I still can't see it.

 

Tell me if I'm doing something wrong, but at the moment, I go to the supplier then double click on the payment. My options at the top of screen are then Find, New, Save, Delete, Print, Attach File etc. I have no drop down arrow next to save and new.

 

Just to confirm, I'm using Quickbooks Pro 2019 desktop 

QuickBooks Team

Re: Can I email Remittance Advice from QB desktop?

Hello accounts63,

 

Apologies, this is for QuickBooks Online! I clearly did not read the title of your query correctly!

 

You cannot email a remittance advice directly from the Desktop product. You can go File > Printer setup > Remittance advice and change the default printer to PDF. This means that when you go to print the form in the future, it will instead download a PDF version that you can attach directly to your emails rather than printing and scanning.

 

I again apologise for misreading your query.

 

Thanks,

Talia