Paying Vendors and sending remittance slips via email

Hi NadineG,

Thanks for sharing about what it's like to work with supplier transactions in QuickBooks Online. I can definitely see how what you've described would impact your workflow. I can go over how the program handles supplier transactions and the steps you can take to share your thoughts regarding changes to the software.

I see you've worked with these features a lot and have done your research into the different ways that entering and paying bills can be handled. Having the option to send supplier remittance slips right away would reduce the steps needed to get that information to your supplier, especially when you have a number of suppliers you want to send this information to. At this time, QuickBooks Online handles remittance slips as you've described: by opening the saved bill payment transaction and selecting Save and send to send it off.

As for the payment transaction itself, QuickBooks Online marks them by default as Bill payment (Cheque), in case you'd like to print a cheque to send to the supplier. In your situation with EFT, what you can do instead is put EFT in the Starting cheque no. field on the pay bills screen. This is something you can do even if you're selecting more than one bill to pay at once. The program will create the single payment for the bills and you'll see EFT listed in the No. field on transaction lists. Afterward, you can send the remittance slip as needed.

This is a great opportunity to leave feedback, which you can share with our product development team via these steps: How do I submit feedback? The team reviews the feedback sent to them and considers it for future updates to the program, so it's a good way to share with us how QuickBooks Online could be enhanced to optimize your workflow.

Don't hesitate to ask more questions if you have them. I'm here to help.

Is there an integration with QBO to pay via EFT? 

Hi rhunter33. I can see the benefit of having a QBO integration to pay via EFT. At this time, I'd encourage you to search for third-party apps that can assist you with integrating EFT payments with QBO. You can search for these apps right from our site using this link here. I'd recommend going with the app that best suits your business needs. In case you have other questions, don't hesitate to ask, I'm here to help. 

Hi, 

adding on to this question - there's an option to checkmark "send later" in the bill payment under the window for the email address, what's this for? I was hoping that there would be a way to send remittance slips in bulk, and send them out at a scheduled time, but reading the previous answers I guess that's not the case?

Hi YASAccounting,

I know your time is valuable, and making your system more efficient can save you time to do something you love.QuickBooks Online is a comprehensive program, and it is in a perpetual state of change and is constantly evolving. I can see how that would appear, but bulk remittance emails are not available at this time. If you'd like to see the option considered for future updates, I invite you to submit feedback.

To make a suggestion: 

1. Go to the Gear Icon.
2. Select Feedback.
3. Fill in your ideas, and click submit feedback.

If you have any other questions, please reach back out. Take care.

Thank you for that Tammy. I did ask what the "send later" check box is for :) if you have an answer for that that would be great. 

Hi YASAccounting.

The send later check box is used for when you want to send the bill payment out at a later time. I recommend going over this article that goes over the email feature in QuickBooks Online including the send later option.

If you have any questions feel free to reach out and we'd be happy to help.

This answer does not actually address what the "Send Later" checkbox does in the bill payment window. The link directs to what "send later" does for SALES.

Is there a reason for the checkbox for PAYMENTS? It doesn't seem to do anything and when you check it and save the payment and come back to view it, the checkbox is unchecked.

If paying by EFT, mark invoices off to be paid as usual, enter the payment but overwrite the cheque number with "EFT".  Then 'Save', ignoring 'duplicate' etc. warnings.

Find the entry on your bank account, choose "Edit' and at the bottom of the screen you will see 'Print/Preview'. Choose 'Print Remittance Slip' and presto! a beautiful copy of the remittance slip appears.  Regrettably, stupidly, you can neither save nor email this.  I just 'snip' a copy and paste it to an email to the vendor.  A pain, truly, so WAKE UP, QUICKBOOKS, and solve this!

Actually if you "save and close" the cheque you created and then go back into that cheque it will then allow you to "save and send" the remittance!

Thank you, kindly, Nadine.  This doesn't make me feel any better because you are likely using a UK or Global version of QBO.  This feature is - inexplicably - not available in US or Canadian versions.

I am using the Canadian version

NadineG, this is true. I'm on the Canadian version also.

I was just wondering if there was a nice way to select all the recent payments and have them send out in one action. If I make a bunch of e-transfers and send them for approval, I don't necessarily want to send out the remittance until they are approved. Going back into 20 payments individually to send them is a pain.

See attached .

Hello LegoKnight79. Thanks for connecting with us on this thread. The function that allows you to bulk select transactions is currently available in QuickBooks Online Advanced. If you'd like to see this feature on a subscription that's not QBO Advanced, I recommend sending feedback about this to our engineers. To do this, click on the Gear icon and look for Feedback. Let me know if you have other questions, I'm here to help. 

To be honest, I work with both Xero and Quickbooks Online, and the fact that this isn't a standard feature and you only just introduced it into your newly launched highest tier is makes a difference to what I recommend to others when they ask what online accounting software to use.

I'm also Canadian!  When I go back to a Saved & Closed cheque, my only options are Delete/Edit/Cancel/Save. Edit gives me Print/Preview at the bottom and selecting this gives me Print Remittance Slip.  I then get a nice remittance slip, but the only options from there are Download/Print.  I'm on QB Online. 

Hi there,

Thanks for joining us here.  QuickBooks Online currently doesn't have the option to print T5018 slips.  However, after you've completed the forms on the CRA website you'll be able to print the form and download it.  You can save it to a file on your desktop and send it to your contractors email as an attachment.  To learn more about T4A and T5018 forms click here.

Feel free to let us know if you have other questions.  We'd be happy to assist!

Hi LegoKnight - thanks for jumping in on this.  You mention that this capability has just been introduced to the top tier version.  Not sure what this is?  I'm currently paying $64.20 per month plus GST.

Hello CRC1398. I encourage you to learn more about QuickBooks Online Advanced using this article: 

The article provides all the information there is to the QB Advanced launch. Feel free to ask questions as you go through the article.

Hi CRC1398,

In the past few months, Quickbooks has launched a new tier called Advanced. They reduced some functionality of the three established tiers (Easy Start, Essentials and Plus) and raised the prices slightly. See the link below.

Quickbooks Pricing 

Hi CRC1398,

When you see the Print or Preview at the bottom, over on the right-hand side of the screen should be a green "save and close" button. If you click on the right-hand side of the button where there should be an upside down triangle, you should be able to select the option "save and send". That will send the remittance advice via email.

However, I've noticed that on one cheque I created, that is not an option. It only states "Save and Close" or "Save and New". I've not looked into it enough to be able to explain why that might be. I do know I created that one cheque differently than I usually create payments.

Dear LegoKnight79.  THANK YOU for that reply - it's perfect, works and solves all my problems paying by EFT.  I also got a reply from QB advising that I should upgrade to Advanced for 'a small increase', which, after introductory period, amounts to going from $64.20 a month to $140!

Again, I'm extremely grateful and thank you - you're a true Canadian.  

Trist_T, nobody here is talking about T4A and T5018 forms.