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WeststarSA
Level 1

Remittance Advice to receive payment

I didn't think this was unusual but I have not been able to find anything about RECEIVING payment with a remittance advice.  I have a remittance listing payment for 77 invoices and I would like to not have someone banging away, entering each invoice number and clicking away to mark them all as having been paid.  I found an Excel spreadsheet sync that would let me upload them as payment receipts, but I didn't get it to link to the correct invoice (or any invoice), so all 77 would still appear as outstanding.

 

Is there any way to automate this?  All of the help/questions/app that I have found so far appear to be dealing with paying money out.

1 Comment 1
Kurt_M
QuickBooks Team

Remittance Advice to receive payment

Automating remittance advice through a spreadsheet sync for payment receipts would be a valuable feature in QuickBooks Online (QBO), @WeststarSA. We'll guide you on how to suggest this to our Product Development Team.

 

Since the option to automate this task through spreadsheet sync isn't available, we recommend submitting your request to our developers for evaluation for future enhancements to the program. Here's how:

 

  1. On the top right corner, click the Gear icon.
  2. Select Feedback, and then enter a brief description about the feature you want to have.
  3. Once done, click the Next button.

On the other hand, you can visit this article to help you create personalized sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community space is open 24/7 if you need assistance handling invoices or have other inquiries about QuickBooks. Rest assured, we'll be around to extend a helping hand to resolve your concerns promptly.

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