The right way to attach Scanned Docs to Transactions using QuickBooks Scan Manager

QB has hosted some of the best features to aid the users in day to day tasks. QuickBooks has an advanced tool which is QuickBooks Scan manager that is able to provide support to the user to scan receipts and documents, and finally attach scanned docs to transactions. Also, QuickBooks Scan Manager provides the user with help in importing and categorizing transactions. Another benefit of QuickBooks Desktop Scan Manager is updating the balance sheets, invoices, packing slip, and other documents automatically which saves a lot of time. As a QB user, if you are stuck at any point to attach scanned docs to the transaction using QuickBooks Scan Manager, dial (844)-888-4666.

Steps to Set up and Use QB Desktop Scan Manager

Steps 1: Create the Scan Profile

• Open the Company menu and click on Documents.
• Select the Doc Center.
• From there choose to Scan a Document and move forward to click on the option of New.
• The new option will help you set up a new profile and in case you have an existing file, you can use it.
• Click the Edit profile name.
• Click on Continue.
• Adjust the settings of the profile before hitting on Save.

Step 2:Test your Scanner

1. Highlight the profile and choose Select.
2. Click on Scanner Setup Wizard from Select Scanner Window.
3. Select Normal Mode from the options. 
4. Check-mark the Perform Tests boxes and then hit on Next.
5. For the test, you want to run, click on Test.
6. Hit on Next twice so as to start the testing
7. Check-mark the Repeat this test in order to check all modes' checkbox.
8. Next, you can move ahead to continue testing in other modes that are available

Step 3: Scan and attach documents to transactions in QuickBooks

• Once you are done with the completion of step 2, start using QuickBooks Scan manager.
• Click on the transaction and choose to Attach a File button to attach documents to transactions in QuickBooks.

Here, we conclude our article on how you can attach Scanned Docs to Transactions using QuickBooks Scan Manager. However, for any error that might occur, dial (844)-888-4666 for professional support. Our certified QuickBooks pro advisors will help you resolve any error that might occur and get immediate solutions to your queries.