Quickbooks and Excel

A great combination !

Bulk email of remittance advices to suppliers – QB Desktop

It appears that Intuit expects users to either post remittance advices or email them one by one after first generating a pdf Remittance Advice through the pdf print option and attaching it to an email.

This is slightly impractical. Therefore, I have written a tool that will do the mass emailing every time a payment run is done.

If you have read my Supplier BACS post in this category of posts, you will  have already seen a demonstration of my BACS tool and my BACS report on which the tool is based. Now, the bulk emailing of remittance advices is only an extension of the payment process.

By using Outlook, in connection with Word and an exported  payment report, it is possible to email all suppliers paid on a particular day by the mail merge process and there is no need to attach anything to the email. All the information is on the body of the email.

The tool converts a standard Quickbooks report into a database. The process takes seconds. It is then possible to email all suppliers on a payment run with a few mouse clicks. On the body of each email will be the invoice numbers and amounts paid. You can have as many as 20 separate invoices listed on the body of each email and can email as many as 100 suppliers. The tools can easily be upgraded to do even more.

See my uploaded video below

Video demonstration

DD

 

May 17th, 2013 Posted by | supplier BACS | no comments