Upload Docs: Remittance Advice to attach to Invoice Payment?

jeffbean · ‎September 14, 2020

I'm working with emailing documents to my QBODocs address to have them OCR'ed into my books and available for creating or attaching to transactions.

It appears QBO limits me to creating only Bills and Receipt transactions from uploaded documents. Am I right?

I'd like to use this functionality to add Remittance Advice documents to attach to invoice payments. Is there a way to do that?

If not, please consider this a feature/upgrade request.

Maybelle_S · ‎September 14, 2020

Yes, you're right, @jeffbean.

Currently, we're unable to upload documents, such as remittance advice, to an invoice payment in QuickBooks Online (QBO). It will only allow us to create a bill and receipt transactions.

I know that having this feature will be convenient for you in organizing your data. I'd like to inform you that our developers are collecting and considering new functions to be added to the system to meet our customer's needs.

In the meantime, I'd recommend checking our QuickBooks blog page regularly so you'll be updated on the latest features and improvements in QBO.

If you need more help regarding other tasks in QuickBooks Online, you can check our articles here.

Feel free to drop a comment below if you have other questions. I'm more than happy to help. Take care!

m_sanders · ‎January 19, 2021

This would be beneficial to us also if we could upload the actual bill. We would like to have the ability to upload the invoice for future reference.

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Upload Docs: Remittance Advice to attach to Invoice Payment?

Upload Docs: Remittance Advice to attach to Invoice Payment?

Upload Docs: Remittance Advice to attach to Invoice Payment?

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