Document Scanning under Version 23.0

I recognize the importance of using the scanning feature in QuickBooks Desktop (QBDT) as it lets you easily scan receipts and documents and add them to your transactions, @vgardner218. Let me share a few things about it and how it works in the new version.

Please know that the Scan Manager feature was discontinued in QuickBooks Desktop 2022 in order to introduce a newer feature, called Attach Documents. 

You can still use Scan Manager in previous versions but since you upgraded to the newest version, the option you have is to use the QuickBooks Desktop mobile app to upload documents to the system. You can then include them in invoices, purchase orders, and other transactions. To use this feature, you'll need to download the QBDT app first.

Please refer to the links below on how to download them based on your device:

• Download the QuickBooks Desktop iOS app
• Download the QuickBooks Desktop Android app
   

After that, you can start capturing and uploading documents to QuickBooks. For more information, see this article: Attach documents to transactions in QuickBooks Desktop.

Moreover, I suggest providing feedback to our product engineers about adding the Scan Manager feature back into the software. They may consider adding this back in future product enhancements to make our program better and more efficient for you to use. Here's how to send feedback:'

1. Go to the Help menu.
2. Select Send Feedback Online then choose Product Suggestion.
3. Enter your suggestion.
4. Click Send Feedback.

For frequently asked questions and common issues about the QuickBooks Document Center, you can check out this article: QuickBooks Document Center: FAQs and common issues.

Please let me know if you have any additional questions or concerns. I'm more than willing to help. 

@vgardner218 

As I know, QBD 2021 is the latest version having this feature. If the feature is critical for your business, consider switching to another program. You can use the trial version of QB Desktop to access your historical data for good. Your conversion cost will be lower.

I am completely at a loss on this.  I can't believe this thread is not full of complaints.  We process hundreds of transactions per week which require documents attached.  We don't work on mobile devices; we work on DESKTOPS.  We scan multi-page documents and invested in the hardware to scan them quickly.  And you want us to snap pictures of the documents on our phones?  Absolutely absurd!!!!!  This may be the deciding factor that we need to find another software.  Been thinking about it for years.

Agreed, why would they take away key functions all this while roping us into higher and higher costs each year?

Don't you worry.

We have reported it from the beginning. We also got the standard "please report and our engineers who will fix it in the next release." comment. With tons of other basic fix request and actual bucks, almost nothing has been done, including bringing back the Scan Manager. Total disregard from the QB side of what their customers need. It kind of ironic, that they ask in their surveys if " you feel that QB cares about their customers". The answer is right in the answer from this service person, we apologize but we are here to make money, by converting the software into a subscription scheme, and you have to take it as it comes.

We are also looking to switch software. So far Xero looks good.

Good luck for all out there.

@Martin KPI 

We are also looking to switch software. So far Xero looks good.

Is there any similar feature in Xero? Are you sure?

As I know, Xero is using a 3rd party app to scan the receipt by mobile phone. You can use the same 3rd party app with QBO. If you need to use a scanner, you will need another 3rd party app and it only supports Fujitsu iX series.

Scan Manager Discontinuation is where all the complaints about this subject.  So many people are very upset.

This is the most absolutely ridiculous thing I've ever heard of!!!

We scan (or at least we used to) 100 of documents per day.  I'm at a computer - at a desk - using my phone is not an option at ALL.

Anyone have any options for similar programs so I can move on from QB?  This is a deal breaker - I've been happily using this program for over 10 years - but I guess that will have to change.

Very disappointed QB team - whoever made this decision clearly doesn't use QB for business.

This is not an option for folks trying to actually work in a efficient manner.  Why would I ever want to use my phone to take pictures of documents - when all I had to do was scan them in previous versions.

This is the wrong way to go on this for sure - but I guess this is when it's time to move on to a different program.

Bad move QB team - there's zero logic in this decision.

Agreed!   My guess is QB is filtering out/blocking out the complaints. 

This is such a bad idea.  Time to start looking for a different program.

Search Scan Manager dfiscontinued.  There is almost 20 pages of complaints.

Complete GARBAGE

I just spent TWO HOURS on what normally would take me about 20 minutes.

This is a really, really bad call on QuickBooks part. 

PLEASE CHANGE IT BACK!!