Scan Manager Desktop

Hello, @JanJaw.

Thank you for reaching out to the Community. I'd be glad to provide you with some information about the Scan Manager.

Let's go ahead and do some troubleshooting steps and get this squared away. Since you're having issues scanning your documents, there may be some issues with the scanner or settings that need to be configured. Be sure to check and do the following:

• Make sure you're using a TWAIN-compliant scanner.
• Test your scanner outside of QuickBooks to make sure it's working correctly.
• If the scanner isn't working outside of QuickBooks, contact the scanner manufacturer or an IT expert to resolve this.

For more information about the Scan Manager in QuickBooks Desktop, here's a detailed article: Set up QuickBooks Scan Manager

If you have any more questions or concerns, please don't hesitate to Reply to this thread. Have a safe and productive rest of your day!

I many have solved the problem myself.  It seems that the profile that I set up for my printer/scanner had become ineffective/unusable perhaps.  I had to delete the profile and set up again.  All has been working since I did this. There is not much to go on to diagnose if the the system just crashes or nothing happens after a long wait and you're left wondering what's happening.  For now this worked

Thanks for your response, @JanJaw.

I'm happy to hear that you were able to solve the problem with your scanner and sharing how you were able to get it working again. 

If you have additional questions, don't hesitate and reach back out to the Community. We're always here to help. Wishing you and your company continued success!

Every time I run the Perform Tests it tells me that my scanner is not working and to check my scanner but I have no issues accessing and using my scanner using my computer otherwise. I would really like to get Scan Manager functional again

Thanks for joining the thread, @epguru.

To make sure that you can use your scanner with QuickBooks Desktop. We can check if everything is set up properly. If you are scanning documents for the first time, you need to set up the QuickBooks Scan Manager for QuickBooks Attached Documents. Also, make sure that you're using a TWAIN-compliant scanner to work with QuickBooks.

Here's how:

1. From the left side menu, select Docs to bring up the Doc Center.
2. Select Scan and then click New.
3. Edit the name of your profile, then select Continue.
4. Adjust the profile settings as necessary and then click Save.
5. Highlight your profile, then click Select.
6. In the Select Scanner window, choose Scanner Setup Wizard.
7. Choose the appropriate mode.
8. Check the Perform Tests box, then click Next.
9. Select the tests you want to run, and then click Next twice to start testing your Scanner.
10. You should see the test page you scanned in place of “Your scanner document here.” Check the Repeat this test to check all modes box.
11. Click Next to continue testing in other available modes.

However, if the same thing happens, I recommend changing user account settings in Windows, repair QuickBooks, and then try scanning again.

In case you have any other QuickBooks concerns in the future, you may check our self-help articles: Help articles for QuickBooks Desktop.

Feel free to drop a comment below if you have other questions. I'll be right here to help you out. Have a great day!

Really disappointed to read that Quickbooks has not updated their Scan Manager set up from the 3rd party Nuance that is no longer available.  Trying to install a new scanner but keep running into issues as the Nuance website is no longer available to download updated drivers for new TWAIN compliance scanners.  I use Quickbooks Premier 2019.  It won't let me add a new scanner.  Now its takes longer to attached scanned files.  Come on Quickbooks, get with the program!! You want us to upgrade every 3 years or we lose access to emailing invoices or payroll processing.  How about you upgrade the Scan Manager program so your customers can attached documents to transactions with up-to-date scanning equipment for 2020.  Thank You!

RE: Scan Manager Desktop not working?  Ignore everything posted, it's not your scanner. Here is the solution:

Short answer: download and install the updated paperport scanner connection tool. https://knowledge.kofax.com/MFD_Productivity/PaperPort/Troubleshooting/PaperPort_Scan_button_is_gray... .  This works for Windows10 despite the win8 reference.

Long answer: too long. it goes back to Win8. Nuance is now Kofax. short answer again: Quickbooks doesn't really care and relies on the community to fix their s***.  Sad..  

How did you delete the old profile?  I am having the same issue.  When I click Docs and Scan the software tries to open a printer that is not even there anymore... the screen flashes and it closes without being able to get into scan manager to delete and select the old profile and create a new profile.  

Nice to have you join this thread, Jackie.

Allow me to add some insights on how to get around this issue. To delete your old profile, you’ll need to open the scan document window and delete the profile from there. Let me show you how.

1. Go to the Company menu from your QuickBooks Desktop (QBDT) software.
2. Select Documents, then choose Doc Center.
3. Click Scan a Document.
4. Select your old scan profile.
5. Then click Delete from the QuickBooks Scan Manager page.

You can also check this article for more information about this: QuickBooks Scan Manager: Scan and attach documents to transactions.

If you’re unable to access the QuickBooks Scan Manager page, I recommend running the repair tool to isolate this. This tool scans your software for errors and fixes them right away.

I've also collected these resources that you can use for guidance in categorizing and reconciling your accounts:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Reconcile an account in QuickBooks Desktop

You can always get back to me if you have other concerns managing your scan manager or with your QuickBooks account. It’s always my pleasure to back you up.