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NadineG
January 21, 2021
Question

Paying Vendors and sending remittance slips via email

  • January 21, 2021
  • 3 replies
  • 0 views

Can someone please tell me why when paying a vendor and marking the bills paid in quickbooks online, do I have to save and close the cheque and then go back into said cheque in order to send the remittance slip to my vendor?  Why can I not save the cheque in the same screen and then hit send? There is no option to save and send and there is no option to just save.  I have to save and close every single time, when paying 50+ vendors this takes alot of wasted time. 

Also marking them to "print" later doesn't work cause when you go to Print Cheques there is no option to email, why?

And....paying bills in a batch can't happen either because the only option to pay in batches is via a cheque, why? 

I can't be the only person paying my vendors via EFT

    3 replies

    L
    LauraAB
    January 21, 2021

    Hi NadineG,

     

    Thanks for sharing about what it's like to work with supplier transactions in QuickBooks Online. I can definitely see how what you've described would impact your workflow. I can go over how the program handles supplier transactions and the steps you can take to share your thoughts regarding changes to the software.

     

    I see you've worked with these features a lot and have done your research into the different ways that entering and paying bills can be handled. Having the option to send supplier remittance slips right away would reduce the steps needed to get that information to your supplier, especially when you have a number of suppliers you want to send this information to. At this time, QuickBooks Online handles remittance slips as you've described: by opening the saved bill payment transaction and selecting Save and send to send it off.

     

    As for the payment transaction itself, QuickBooks Online marks them by default as Bill payment (Cheque), in case you'd like to print a cheque to send to the supplier. In your situation with EFT, what you can do instead is put EFT in the Starting cheque no. field on the pay bills screen. This is something you can do even if you're selecting more than one bill to pay at once. The program will create the single payment for the bills and you'll see EFT listed in the No. field on transaction lists. Afterward, you can send the remittance slip as needed.

     

    This is a great opportunity to leave feedback, which you can share with our product development team via these steps: How do I submit feedback? The team reviews the feedback sent to them and considers it for future updates to the program, so it's a good way to share with us how QuickBooks Online could be enhanced to optimize your workflow.

     

    Don't hesitate to ask more questions if you have them. I'm here to help.

    Y
    YASAccounting
    July 8, 2021

    Hi, 

     

    adding on to this question - there's an option to checkmark "send later" in the bill payment under the window for the email address, what's this for? I was hoping that there would be a way to send remittance slips in bulk, and send them out at a scheduled time, but reading the previous answers I guess that's not the case?

    T
    Tammy_H
    July 9, 2021

    Hi YASAccounting,

     

    I know your time is valuable, and making your system more efficient can save you time to do something you love.QuickBooks Online is a comprehensive program, and it is in a perpetual state of change and is constantly evolving. I can see how that would appear, but bulk remittance emails are not available at this time. If you'd like to see the option considered for future updates, I invite you to submit feedback.

     

    To make a suggestion: 

    1. Go to the Gear Icon.
    2. Select Feedback.
    3. Fill in your ideas, and click submit feedback.

    If you have any other questions, please reach back out. Take care.

    R
    rhunter33
    February 14, 2021

    Is there an integration with QBO to pay via EFT? 

    J
    JamesM4
    February 15, 2021

    Hi rhunter33. I can see the benefit of having a QBO integration to pay via EFT. At this time, I'd encourage you to search for third-party apps that can assist you with integrating EFT payments with QBO. You can search for these apps right from our site using this link here. I'd recommend going with the app that best suits your business needs. In case you have other questions, don't hesitate to ask, I'm here to help. 

    C
    CRC1398
    April 27, 2022

    If paying by EFT, mark invoices off to be paid as usual, enter the payment but overwrite the cheque number with "EFT".  Then 'Save', ignoring 'duplicate' etc. warnings.

    Find the entry on your bank account, choose "Edit' and at the bottom of the screen you will see 'Print/Preview'. Choose 'Print Remittance Slip' and presto! a beautiful copy of the remittance slip appears.  Regrettably, stupidly, you can neither save nor email this.  I just 'snip' a copy and paste it to an email to the vendor.  A pain, truly, so WAKE UP, QUICKBOOKS, and solve this!

      N
      NadineGAuthor
      April 27, 2022

      Actually if you "save and close" the cheque you created and then go back into that cheque it will then allow you to "save and send" the remittance!

        C
        CRC1398
        April 27, 2022

        Thank you, kindly, Nadine.  This doesn't make me feel any better because you are likely using a UK or Global version of QBO.  This feature is - inexplicably - not available in US or Canadian versions.

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