QuickBooks Scan Manager: Scan & attach files to transactions

 

QuickBooks Scan Manager: Figure out the way that you can scan files and receipts, then, at that point, join them to your exchanges utilizing QuickBooks Scan Manager.

 

QuickBooks Scan Manager allows you effectively to filter receipts and records and add them to your solicitations, deals receipts, bills, and different exchanges. This is the way to set it up so you can begin.

 

Note: Scan Manager was stopped in QuickBooks Desktop 2022. You can in any case involve Scan Manager in past, as of now upheld adaptations. See connect credentials for QuickBooks Desktop 2022.

 

Set up and utilize QuickBooks Scan Manager

 

The QuickBooks Scan Manager is viable with TWAIN consistent scanners.

 

Stage 1: Create your Scan profile

·        From the Company menu, select Documents, then, at that point, pick Doc Center.

·        Select Scan a Document.

·        Select New to set up another profile or select a current sweep profile.

·        Alter the name of your profile, then, at that point, select Continue.

·        Change the profile settings as suitable, then, at that point, select Save.

Tip: Scan Manager generally saves your archives on a similar organizer as your organization record (.QBW).

Stage 2: Set up and test your scanner

1.      Feature your profile, then, at that point, pick Select.

2.      In the Select Scanner window, select Scanner Setup Wizard.

Note: The Current Selection field should show your scanner. In the event that you don't see your scanner, select Yes, then, at that point, Next to download the most recent scanner information base from Nuance.

3.      Select the proper mode. This is commonly Normal Mode.

4.      Check the Perform Tests box, then, at that point, select Next.

5.      Select the test you need to run, then, at that point, select Next two times to begin testing your scanner.

6.      Really look at the Repeat this test to check all modes box, then, at that point, select Next to keep testing in other accessible modes.

Stage 3: Scan and add reports

After effectively testing everything modes, you can begin utilizing your scanner.

 

To connect a document, simply select the Attach File button on any exchange.

 

Scan Manager discontinuation

 

Allow me to impart a few updates to you, @ICGTtreasurer.

 

I'm pitiful to illuminate you that the QuickBooks Scan Manager includes was suspended in QuickBooks Desktop 2022, and it was supplanted with Attach Documents. In any case, it can in any case be utilized in past, as of now upheld adaptations.

 

Assuming that you have the most recent rendition, you can now utilize the QuickBooks Desktop versatile application, transfer your records to the framework utilizing your cell phone. You can then add them to your solicitations, buy orders, or different exchanges.

 

Realize that QBDT presently upholds PDFs and pictures with JPG, JPEG, GIF, or PNG design. To use this element, you'll have to download the QuickBooks Desktop application.