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Established Member

Scanning documents

I am using QB Enterprise 2019. I use the document scanning feature. I attach copies of checks (customer) to my invoices.  They scan just fine but when I go  into the payment screen and try to attached that check, it is not there.  As a matter of fact alot of scans are not there. So I go back up to Company-Documents - Document Center and the check is there.  QB says it is because I have a virtual server. I disagree, when you put the file on a local computer and try it they still do not show up in the attach file screen. So the virtual server theory  doesn't stand up. I have had this issue for  a very long time and just today, after having to scan the same document several times to attach it to multiple documents, I have had enough. Anyone else heard of this issue?

1 Comment
QuickBooks Team

Re: Scanning documents

Welcome to the Community, @LGroves.

 

Currently, the attached file on the invoice won't be carried over to the payment screen.

 

But I've got a workaround for you. If you have the file on your local computer, you can manually attach the file to the payment screen.

 

To learn more about QuickBooks Desktop scan manager, feel free to read this article for information: QuickBooks Scan Manager: Scan and Attach Documents to Transactions.

 

Then, you can also read this article to learn more about the FAQs and Common Issues in QuickBooks Document Center.

 

If you have any other concerns, don't hesitate to let us know. The Community is always here to help you.