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bethlloyd01
Level 2

QB Desktop App

I have a company showing up multiple times in the document management app.  This makes it so much more difficult.  The app is has no help in it.  Please please please go back to being able to scan directly into desktop.  You short cut is such a time suck.  Not only do I have to sometimes scan to 3 companies to get the right one, it only scans one page a time.  Most of my invoices and other support are multiple pages.

 

6 Comments 6
GebelAlainaM
QuickBooks Team

QB Desktop App

You got me now, @bethlloyd01. I have some troubleshooting steps that will help you sort things out.

 

You'll want to ensure the system is updated to its latest release. Doing this will give you a better experience and fix unusual issues in your QuickBooks Desktop account. 

 

If the issue persists after doing that, I recommend running the Verify and Rebuild tools, this help finds the most common data issues in a company file and fixes them.

 

To verify data:

 

  1. Go to the File menu, and select Utilities.
  2. Choose Verify Data, then tap OK to close all windows. If you see “Your data has failed the integrity check”, you'll need to rebuild your file. If there are no problems with your data, you’re done.

 

If there are problems with your company file, you'll have to rebuild it. Please refer to the steps below:

 

  1. Go to the Files menu and select Utilities.
  2. Choose Rebuild Data, and then click OK.
  3. Tap OK to make a backup to prevent data loss along the process.
  4. Hit OK to continue the rebuild process.

 

For a more detailed step, please go to this article: Verify and Rebuild Data in QuickBooks Desktop.

 

I'll be here if you need anything else. Take care always!

bethlloyd01
Level 2

QB Desktop App

That did not help.  I am still seeing 3 copies of a company in my apple app.  Really hate this system, and wish we could scan directly into quickbooks like in the past.  The app is a time suck.

 

Ethel_A
QuickBooks Team

QB Desktop App

I appreciate you trying the steps provided by my colleague above, @bethlloyd01.

 

Do you mean you can still see three companies from the No Company Open window? If so, you can remove the unused companies by clicking the Edit List button. This way, the company will be hidden but not deleted. Make sure to leave the Company you are currently working for.

 

For future reference, you can read this article for guidance about backing up and restoring backups in QuickBooks: Restore a backup of your company file.

 

Let me know if you need additional assistance in accessing your QuickBooks files. I'm always here to help. Have a great day.

bethlloyd01
Level 2

QB Desktop App

I am talking about the document management quickbooks app for desktop.  It lists a company 3 times.  

SirielJeaB
QuickBooks Team

QB Desktop App

I appreciate you coming back to the thread and providing us with an update and additional information, @bethlloyd01. I'd be glad to route you to the right team to solve your concern efficiently.

 

Thank you for following the steps provided by my colleagues. If you are utilizing a third-party app, I recommend contacting its developer team to further investiagte your app and give you the appropriate solution based on your situation, given that the problem persists after your troubleshooting efforts. 

 

You might want to visit this link to guide you in being compliant and organized with your document management.

 

Helping you is our top priority. Please get back to us if you need further assistance with QuickBooks-related concerns. We're always here to help you. Take care!

bethlloyd01
Level 2

QB Desktop App

Not using a 3rd party app.  I am using the intuit quickbooks desktop app for document management.  Intuit took away the ability to scan directly into quickbooks 2 or 3 updates ago.  I work in a remote desktop enviroment, and there have been no good alternatives provided.  This is the app that intuit developed, but there is no help or support provided that I can find.  Really would like the ability to scan directly again.  It sucks and as this tread proves, is just a time suck.  

 

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