I'm here to clear things up for you about the remittance advice sent from QuickBooks Online (QBO).
The system generates corresponding remittance advice depending on the amount of bill payment transactions you selected. This way, it informs your suppliers which specific bill transaction has been paid. Instead of creating them one at a time, the Batch actions menu on the Expenses page serves as a way to make it easier for you to generate multiple remittance advice.
You can view this article for more details on the process of sending remittance advice: How to send remittance advice. This includes a short video that shows the whole process for easy reference.
On the other hand, if you need to send out customer statements, take a look at this article: How to create and send Customer Statements. Other than the steps to generate customer statements, it also has a short video for reference.
Have other questions in mind? Post them below, and I'll get back to you.
Thanks for the information but that wasn't what I was asking. I know how to send multiple remittances for a number of single transactions. What I am trying to do is send one remittance for multiple transactions.
If I am paying off an account balance for, say, 20 bills, I don't want to send 20 separate attachments as a remittance. I want to send one remittance listing the 20 bills. Is this possible?
I appreciate you getting back to us and clarifying things, @gak.
At this time, there isn't an option to send a single remittance for multiple transactions. As a workaround, you can consider creating one transaction for the 20 bills. However, this will only work if you have the same date of the bills.
I can see how beneficial for you and your company to have this option. However, we can only send multiple remittance for a single transactions.
You might want to check out this article to know how to manage customer statements: Create and view customer statements.
Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day and keep safe.
this is really bad, honestly if I knew quickbooks could not send one remittance for a payment of multiple invoices I would never have signed up. This is the very basics of any accounting software. Do you expect your users to send 10,20,30 separate emails to their suppliers in relation to one payment?
Hi there, llllwe.
I understand that you don't want to send multiple emails. While the option to send single remittance for multiple transactions is unavailable, we can for the meantime use transaction list by vendor.
You can follow these steps:
Once done, you can select either Email to send it to your vendor or export it as a PDF file and attach to the email.
I'll be here if you have more questions. Wishing you all the best!
Ive recently started to work with QB and as some of the other people that have responded to this subject `I am really disappointed with this capability not being available. As said, this is a basic accounting function. One that I descovered by accident was not available after getting an email from a supplier that had received 26 emails after receiving a payment.
My first reaction 'what are they on about?' and after a little bit of research this is what I found,
Surely it's on someones development list?
HI Captainchaos, We have no updates on any changes at present, it is worth adding the feedback in the cog and feedback for the developers as the more requests we get for a feature the better
I was really frustrated by this too but I think I've worked out how to do it.
When matching your payments from the bank to vendor invoices, instead of selecting the invoices within the bank statement (which creates a seperate "payment" on the vendor for each invoice paid), just post the total payment to the vendor as a "cheque".
Then go into the vendor and manually add the invoices paid to that cheque payment. Then in the list of vendor transactions when you select that cheque and batch action "send remittance" it only sends one remittance with all invoices paid listed.
I have found a way to send the remittance for multiple invoices in one email.
Go to New +
select all the invoices you want to pay and select “save”
then go to suppliers
select the supplier that you just paid
the last entry should be the bill payment, select it
right click on the save button to get the “save and send” option
when you click this you will see the preview of the remittance with the multiple invoices
then send, done!