Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
D
dalgleishj721
March 1, 2018
Solved

Set up QuickBooks Scan Manager

  • March 1, 2018
  • 4 replies
  • 1 view

Does this help page refer to QuickBooks for the mac?

 

I can't find the scan manager,

 

I can't find the icon for docs in my tool bar.

 

I need help here

 

My AIO printer is TWAIN compliant!

    Best answer by MichelleT

    Hi there, @dalgleishj721,


    Thanks for reaching out to me about QuickBooks Scan Manager.


    QuickBooks Scan Manager is only supported in QuickBooks Desktop for Windows. This is the reason why you’re not able to see it or the Document Center.


    For QuickBooks Desktop for Mac, you’ll have to scan the attachments. Here’s how:


    1.    Open the transaction.
    2.    Click the attachment icon to open the scan window.
    3.    Select the options and settings for the scan.
    4.    Click Scan.


    If you need other users to access the attachments in a multi-user mode, you’ll need to set up the Attached Documents Library on a shared drive. To find out more, you can go through the User Guide and search these topics:


    •    To scan an attachment
    •    Tips and tricks for attaching files in QuickBooks and using the Attached Documents Library
    •    Attachments Center


    Stay in touch if you have additional questions about scanning in QuickBooks Desktop for Mac. I’m here to help however I can.

     

    4 replies

    M
    MichelleTAnswer
    March 26, 2018

    Hi there, @dalgleishj721,


    Thanks for reaching out to me about QuickBooks Scan Manager.


    QuickBooks Scan Manager is only supported in QuickBooks Desktop for Windows. This is the reason why you’re not able to see it or the Document Center.


    For QuickBooks Desktop for Mac, you’ll have to scan the attachments. Here’s how:


    1.    Open the transaction.
    2.    Click the attachment icon to open the scan window.
    3.    Select the options and settings for the scan.
    4.    Click Scan.


    If you need other users to access the attachments in a multi-user mode, you’ll need to set up the Attached Documents Library on a shared drive. To find out more, you can go through the User Guide and search these topics:


    •    To scan an attachment
    •    Tips and tricks for attaching files in QuickBooks and using the Attached Documents Library
    •    Attachments Center


    Stay in touch if you have additional questions about scanning in QuickBooks Desktop for Mac. I’m here to help however I can.

     

    M
    mecoover75
    May 25, 2018

    I am also having issues getting my scanner to work.  I hit the scan and attach button, but nothing happens.  My scanner is on as I just scanned the file I want to my computer and uploaded it manually...

    ClayJ
    ClayJ
    May 25, 2018

    Good afternoon, @mecoover75.

     

    I want to make sure you can use your scanner with QuickBooks. I have some steps for you to verify that everything is set up properly to use your scanner. If you are scanning documents for the first time, you need to set up the QuickBooks Scan Manager for QuickBooks Attached Documents. Here's How: 

    Note: Your scanner must be TWAIN compliant in order to work with QuickBooks.

    • From the icon bar in QuickBooks, select Docs to bring up the Doc Center.
    • Select Scan a Document.
    • Click New to set up a new profile.
    • Edit the name of your profile, then click Continue.
    • Adjust the profile settings as necessary, and then click Save.
      Note: Your scanned documents will be saved in the same location as the company file (.QBW). If you want to change the location, you will have to move your company file.
    • Highlight your profile, then click Select.
    • In the Select Scanner window, choose Scanner Setup Wizard.
      Note: The Current Selection field should list your scanner. If you do not see your scanner listed, select the Yes radio button then click Next to download the latest scanner database from Nuance.
    • Choose the appropriate mode.
    • Check the Perform Tests box, then click Next.
    • Select the tests you want to run, then select Next twice to start testing your Scanner.
    • You should see the test page you scanned in place of “Your scanner document here.” Check the Repeat this test in order to check all modes box, then click Next to continue testing in other available modes.

    Once you have tested every mode, and everything works correctly, you can use your scanner with QuickBooks Scan Manager. Should you still have issues after trying these steps, I'm attaching an article with additional options to resolve this. Leave me a comment below if you have any questions for me. 

    C
    cmatalincoln
    October 17, 2018

    Hello,

     

    When I go to scan with my epson scanner > the epson scan prompt as well as the qb scan prompt comes up > this is too many prompts for the user

     

    Is there a way to turn off the epson scan prompt? I tried a custom scan wizard set up and marked to always hide the other prompt but it still appears.

    I also tried a fresh install of the epson scan software but it still pops up.

     

    Any help is greatly appreciated!

    AlcaeusF
    AlcaeusF
    Level 14
    October 17, 2018

    Hello there, @cmatalincoln.

     

    Pleased to see you here in the Community. I can help route you to the right support that can assist you with your Epson scanner.

     

    Since you already performed some troubleshooting to your Epson scan software and still getting the prompt, I'd highly suggest contacting Epson Support Team to check if they can turn off the prompt you're getting when using the scanner. You can reach them through this link: https://epson.com/Support/Scanners/sh/s2.

     

    That's it! Please let me know how it goes or if you have any other questions by leaving a comment below. I'm always here to answer them. Enjoy the rest of the week!

    C
    cjenkinsn411bc
    January 8, 2019

    I was using Quickbooks Scan Manager successfully however now when I go to the Doc Center and try to scan by clicking on scan document it brings up the Quickbooks Scan Manager, immediately goes to the "Last Profile" and Can't find the scanner it is looking for so stops.  My issue is it doesn't give me a chance to pick a profile or set up a new one.  The scanner it is looking for is not the scanner I have been using (which works fine for any other scanner application)

    A
    Apexbee
    March 16, 2021

    I've just purchased an Epson ES-65WR scanner to use to load receipts in my Quickbooks Desktop account. The scanner works well but the receipts are not being exported into my Company file as they should be. During Quickbooks setup I selected my Company file but a new bank account is being created called Bank (Epson ScanSmart) when I export the files from the Epson software to Quickbooks. This defeats the whole purpose. Why is this happening and how do I get the files into my existing bank account within my company file in Quickbooks? I can see both bank accounts but need the information exported correctly.

    Z
    ZackE_QuickBooks Team
    QuickBooks Team
    March 16, 2021

    Welcome to the Community, Apexbee.
     

    Once expense receipts are uploaded into your books, their information's pulled and matched with an existing transaction. Afterward, you can review/edit and approve/remove the match.
     

    Here's how:

    1. Access the Vendor menu, then Receipt Management.
    2. On your For Review tab, click the Refresh icon to see receipts.
    3. For each record, you can use your small arrow and choose Review.
    4. If the receipt matches, press Attach. In the event it's incorrect, pick Remove match.
    5. Select OK.


    I've included a detailed resource about working with receipts that may come in handy moving forward: Upload receipts to QuickBooks
     

    Please feel welcome in sending a reply if there's any questions. Enjoy the rest of your day!

    A
    Apexbee
    March 16, 2021

    This does not address my issue. The uploaded information is going into the wrong bank account, one that is being newly generated and not into my existing account.

    M
    Mchael
    June 17, 2022

    The scan manager was the most important function in our bookkeeping and operational functions.  The ease of attaching a document to a transaction during data entry was invaluable.  This idiotic change has crippled functionality of our data entry activity and added wasteful steps.  Rube Goldberg would be proud.  Please fire the dimwit who decided to eliminate it and get someone with half a brain to reinstall it!

    Michael

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement