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Quickbooks and emailing remittance advices - how?

When using Quickbooks, is there a way of emailing a Remittance Advice direct to a supplier?

If so, how please?

Thanks

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hi

Which version of quickbooks are you using (online or desktop).

How is the supplier being paid (cheque, BACS, cash)?

Captain

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By newmoon
29th Mar 2012 15:30

Quickbooks Remittance Advice

Thanks Captain Black

It's a client and they are using latest Quickbooks I think (bought in September 2011) and it is the desktop version.

Supplier payments are by internet banking mainly, and the client mentioned that they liked the software, except that they couldn't find any way to email a remittance advice, so are having to export it to Word and email the word document.

We were wondering if there is a way of emailing direct from Quickbooks.

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In my version of QB you:-

Setup (one off)

Goto menu FILE->PRINTER SETUP->REMITTANCE ADVICES

Change the Printer to a PDF Writer rather than a physical Printer [if you don't have one you can get CutePdf for free]

Then (for each document)

1) use menu option FILE->PRINT FORMS->REMITTANCE ADVICES

2)select from the list the one you want (you may have to change the date range to display the one you want). You can select more than one for the same client.

3) Press Print. This will call your PDF writer and create a PDF which can be saved and e-mailed directly to the client.

Not seamless but it works and no need to use WORD.

These instructions relate to QB 2008 but almost certainly will be OK in later versions.

Captain

 

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By paul.k2
30th Mar 2012 09:37

I don't think QB supports emailing remittances directly

I have QB 2004 and basically have to follow the procedure outlined by CaptainBlack.

I use a product called DeskPDF from Docudesk..

To make matters worse, QB2004 does not allow you to amend the Remittance layout.

If the QB2011 vesion allows you to amend the layout in the same way as invoices etc. you could look at PDF generators that add tags to the layout.

I amevaluating one for a client now.

 

Hope that helps.

 

Paul Kelly

www.kellysolutions.co.uk

 

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Layout of Remittance Advice

I should have said that in 2008 you also cannot amend the layout of the Remittance Advice template but the standard one is just about OK. It is a very strange limitation because you can tailor all the other documents, just not that one.

Not an ideal solution but better than using Word and it's fine if you are not doing dozens of payments.

Captain

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