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accounts63
Level 3

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?

Solved
Best answer May 10, 2019

Accepted Solutions
TaliaI
QuickBooks Team

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

 

 

View solution in original post

15 REPLIES 15
TaliaI
QuickBooks Team

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

accounts63
Level 3

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?

TaliaI
QuickBooks Team

Can I email Remittance Advice from QB desktop?


Hello,

 

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

 

Thanks,

 

Talia

accounts63
Level 3

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 

TaliaI
QuickBooks Team

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

 

 

account4
Level 2

Can I email Remittance Advice from QB desktop?

Hey accountants63

It seems like you are having exactly same issue as I am and was hoping if we can help each other out.

 

 

accounts63
Level 3

Can I email Remittance Advice from QB desktop?

Hello,

 

I'm guessing you want to email remittance advice. The answer is that you can't. 

 

I think there is a convoluted way of saving it as a PDF, exporting it and then emailing manually but there is no efficient way of press three buttons and having QB email it.

 

I am still printing them out, scanning them to my email and doing it from there. It's not exactly convenient if you are paying 20 suppliers at once.

 

It seems a major oversight on QB's part not to offer this. I don't understand why they can't just add it to the 'send forms' section.

 

account4
Level 2

Can I email Remittance Advice from QB desktop?

Yes, this is crazy. If you are paying someone for example "donation", are you entering the information in "Enter bills" then printing/pdf then sending it manually to customers?

 

I was on the phone with every level of customer service staff to get many things answered and everything was pretty much a "no" it can not. 

accounts63
Level 3

Can I email Remittance Advice from QB desktop?

I have problems getting someone at QB/Intuit to actually say 'no'. I've called a couple of times when I want to know how to do something, and instead of saying 'no you can't do that' they spend up to an hour working on a solution that ends up being more complex than the one I had right at the start.

 

I'm not sure what you mean in your example. In my situation, I will have a big pile of invoices from suppliers. I then put these on QB via 'Enter Bills' and then pay them via 'Pay Bills'. If I am paying by cheque it's fine because I will post the remittance advice (RA) with the cheque. But if I pay by BACS there is no option to email the supplier the RA. So I print it, scan it and email it. It's completely ridiculous. 

 

If someone from QB/Intuit is reading this then could you please solve this issue. It must be very easy on your part to add the option of emailing RA. I have had the annual update each year for about 10 years and only on one occasion did you change things that I actually noticed. All the updates seem to do is give me the option of creating a new report that I don't need or some other very minor adjustment. For years there have been the same problems such as the one above and also with payroll that have not been addressed.

account4
Level 2

Can I email Remittance Advice from QB desktop?

Everything you said is everything what I am going through.  I called and chatted with 3 different level reps and they tried really hard to give me a solution but not for my problem and wasted about 2.5 hours of my time. 

You can’t even change the alignment for cheque print. They said if I ordered cheque’s from them the print should align with the cheque but since we bought it with 3rd party, have to live with that my memo line being printed on the edge of the cheque design. 

I am paying $68 per month and I am not sure what I am really paying for. They can’t even give me a proper link to get statement history. 

Doug the bookie
Level 1

Can I email Remittance Advice from QB desktop?

Here's what I do.  I use a program called Snagit.  It will capture anything on your screen and then you can paste it or print it.  I'll snag the remit info and paste it into an email I'm sending to a vendor.

 

QB should make it so you can do this directly out of the program and seems like it would not take a lot of programming.  Come on Quickbooks!  Step up to 2020! 

account4
Level 2

Can I email Remittance Advice from QB desktop?

Thanks for the tip. I don’t have an option so I do it manually as well!

 

I am so surprised they QB still have not implicated this as I can only imagine ALL company’s would need this!! 

tata21
Level 2

Can I email Remittance Advice from QB desktop?

Hello,

Could you please tell me how to run/produce a remittance advise on QB desktop?

Thank you.

 

Regards,

 

Sandra

Jovychris_A
QuickBooks Team

Can I email Remittance Advice from QB desktop?

Hi there, @tata21. Let me assist you with how to produce remittance advice in QuickBooks Desktop.

 

You can go to the File menu and then select the Printer Setup. From there, you'll see the Remittance Advice. Then if you want to send this through email, ensure to change the default printer name to PDF. This way, when you go to print the form moving on, it will download a PDF version and get the ability to attach it directly to your emails.

 

I've included these articles that will guide you in saving or printing PDF files and how to fix issues if you encounter them when you print, email, or save as a PDF from QuickBooks Desktop:

 

 

Let me know if you have any other questions about remittance advice. I'll be glad to assist you further. Keep safe always!

tata21
Level 2

Can I email Remittance Advice from QB desktop?

Hello Jovychris,

 

thank you very much for your prompt reply.

 

Regards,

 

SM

 

 

 

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