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accounts63
May 10, 2019
Solved

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?

TaliaIAnswer
Level 8
May 10, 2019

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 


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 in thread

21 replies

TaliaI
Level 8
May 10, 2019

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

accounts63Author
May 10, 2019

Hi Talia,

 

Thanks for the reply. I can't see 'Save and Send' when viewing the payment. Is it in a sub-menu?

    TaliaI
    Level 8
    May 10, 2019


    Hello,

     

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

     

    Thanks,

     

    Talia

    account4
    December 4, 2019

    Hey accountants63

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

     

     

      accounts63Author
      December 4, 2019

      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
        December 4, 2019

        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. 

          Doug the bookie
          August 18, 2020

          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
            August 18, 2020

            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
            November 9, 2021

            Hello,

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

            Thank you.

             

            Regards,

             

            Sandra

            mv32
            Level 8
            November 9, 2021

            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
            November 9, 2021

            Hello Jovychris,

             

            thank you very much for your prompt reply.

             

            Regards,

             

            SM

             

             

             

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