scan manager

Glad to have you back here in the Community, @cab21.

I've got some updates to share about the enhancement made for the 2022 version of QuickBooks Desktop Enterprise.

The Scan Manager feature was discontinued in QuickBooks Desktop 2022. You can still use Scan Manager in previous, currently supported versions. 

For the latest version, you can now use the QuickBooks Desktop mobile app, upload your documents in the system using your mobile device. You can then add them to your invoices, purchase orders, or other transactions. 

Know that QBDT currently supports PDFs and images with JPEG, JPG, GIF, or PNG format. To utilize this feature, you'll need to download the QuickBooks Desktop app.

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

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

Once done, you can now start capturing and uploading the documents. If you're using the iOS version, here's how you can do that:

1. From the QuickBooks Desktop app, sign in to your Intuit Account and select the company to upload documents to.
2. On the home screen, tap the option to Snap and Upload Document.
3. Tap Snap Document.
4. Tap the Camera icon to take a picture of the bill or tap the Photos icon to upload your bill. If you need to, you can crop and rotate the photo.
5. Tap Use this photo.
6. Add a Name and Memo, then tap Upload photo then tap OK.
7. Sign in to your QuickBooks Desktop company file to review, edit, and match bills to transactions.

If you're using an Android version, please see the steps on the link attached: Attach documents to transactions in QuickBooks Desktop using mobile. It also provide more details about the said functionality.

Lastly, to give you information about the latest enhancements made for QBDT Enterprise 2022, you can check out this article: New and improved features in QuickBooks Desktop 2022.

I got your back if you have any other concerns. I'll make sure you're taken care of. Have a good one!

Seriously...Does Intuit think we all do everything from our car?  Why should I load up my phone with all the pics I am now going to have to take and the time wasted is unbelievable!  The price of this software is huge and to not have access to my NEAT scanner which is also made by intuit is unacceptable.  By the way the NEAT scanner cost me a fortune when I bought that and except for quickbooks it has been useless for most of the time I have had it.  Something called "no longer supported" or "now its going to cost you to use"   Im so sick of these big companies that keep milking a product over and over and over

Exactly!  This is not an option for us either!  We scan everything and multiple pages per invoice.  The price of this program is crazy high and we have two computers using two different versions, so this is a huge yearly expense.  I bet if they took a poll they would find out just how much businesses use the scanner feature.  I hope it comes back sooner than later.  As of now, I am using Adobe, saving into a desktop folder and dragging and dropping the file.  Such a pain. 

Of all the crazy things for them to cancel with many people working off-site now!

Couldn't they have added the mobile scan?.

Phone scans are not nearly as clean, or efficient, as a simple, one step, scan manager attachment. Plus, we need our phones for other things and cannot keep tying them up with scanning tasks.

Sure, we can get away with V2021 until May of 2024, but we will be stuck with this eventually.

It is always something.

I am seriously wondering where advice is coming from on these decisions.

Discontinuing the app to run multiple companies in QBO was another one, and this Intuit login thing is a real pain.

I have a client that had to set up users and dummy emails for their cash registers, even though they already pay for more users than they use. 

I am still laughing at this response.

It sure would be nice if this was the level of work we had to do.

Thank you for presenting a great dose of reality, if anyone is listening.

I ended up buying an Epson scanner.  Best thing I ever bought!

Us too!  The Neat scanner was awful.  

Me too - Epson GT-550 years ago

How can I scan documents and have them save as a PDF?

Currently it is saving documents with a file extension of ".DAT"

I appreciate your time joining in on this thread, Sparky704.

I'll give some details why you're getting a different file name.

A .DAT extension is a commonly used file for saving generic data records. The information contained within a . DAT file depends on the program used to create it.

It might be possible that the scanner being used is creating the .dat file(s). You'll want to review the scanner's setup/configuration utility to turn it off or reach out to their support. 

If there are no issues on the configuration, I'd recommend contacting our Customer Care Team. They can check your Scan Manager setup and investigate what's causing the file extension to save as .DAT. 

Here's how:

1. In your QuickBooks Desktop program, go to Help > QuickBooks Desktop Help.
2. In the Have a Question window, click the Contact Us link at the bottom.
3. From the Contact Us page, select any topics.
4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

To learn more about the Scan Manager feature, you can check out this article: QuickBooks Scan Manager: Scan and attach documents to transactions.

Please feel free to visit us again if you have more questions or need help with other concerns. I'll be around to help. Take care and stay safe.

Does this also apply to QuickBooks 2022 accountants version?

Hello there, @cab21.

Let me add some information about the features of QuickBooks Desktop 2022 and the accountant version.

Yes, the features mentioned above are also available in the QuickBooks Desktop 2022 Accountant version.

All the features available in QuickBooks Desktop are also applicable in the Accountant version.

Refer to this article for more feature updates in QuickBooks Desktop 2022: New and improved features in QuickBooks Desktop 2022.

Let me know if you have additional questions about the features of the accountant version. I'm just a post away.

I have been using Quickbooks since the late 90s and have been a beta tester.  Unfortunately I have the same concerns others have expressed on the forum.  The price keeps increasing and capabilities are being reduced in the app.  Not only reduced but the time to process scanned documents has increased do to extra steps.  Most unfortunate when some of my clients process a large volume of attachments to postings.

Dumbest thing I’ve ever seen. Do they seriously think this is an improvement? BRING BACK SCAN MANAGER!!!!!!

This is insane. Using the app adds an unbelievable amount of time, particularly if downloading multiple pages. This is unacceptable. BRING BACK SCAN MANAGER. 

This is a terrible move - you just created double work for my accounting team.  Seriously Intuit - You need to bring the scanning functionality back - We don't have time to do more work because Intuit thinks everyone should be mobile - SMH.  Looks like we will be looking for new software for 2022.

Do you actually watch users utilize your product? Why would users want to be forced to use their phone to scan? These are users that run QB all day from a PC or laptop.We don't pay for Enterprise so we can play with our phones while we work.

My company scans and attaches over 1,000 attachments PER MONTH, and I have 3 dedicated employees to scanning, entering and processing our records.  If this is not working moving forward, QuickBooks is G-O-N-E!  Way to listen to your user base.  What a joke!  Not only did they not make scanning easier, but they eliminated it... WOW!  Customer Service = ZERO!

I cannot believe anyone would eliminate this feature.  I scan hundreds of multiple page documents for a corporation monthly.  I will make sure to tell all of my accounting colleagues to avoid quickbooks at all costs.  For what I am paying for Enterprise this is like some $.99 app on ios.  Wake up and get qualified software developers

I will join the others here on my great disappointment on the removal of scan manager.  I have been using Quickbooks since 1990's.  This has got to be the most stupid, backwards decision they have made!  My first purchase of QB was only $99 and that included payroll and gone up ever since. This latest update should have decreased due to removing one of the most useful tools it has. Scan manager must be added back soon or I will be going elsewhere for my accounting needs as I assume several others will be doing the same.  I serve several companies and none of them will stay with Quickbooks upon my advise unless this feature is brought back.  

That's crazy!   We upload our invoices to every bill we enter into quickbooks!!  Using the mobile app won't work for us.   PLEASE bring that feature back.

I think everyone that was involved in the focus group needs to work in the real world for a while.  This is QuickBooks Enterprise not Quicken!

I too will be leaving intuit after 20 years of managing companies using scan maanger.  An iphone app is not acceptable for any corporate account that does lots of scanning.