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hallerinterstate
Level 2

What is the best scanner to buy for scanning invoices and documents

You may want to double-check what you are replying to.  This thread is about desktop scanners and not barcode scanners.  Thankfully I was able to find another thread in which a user explains how to fix the issue in a YouTube video.  I would recommend looking into it as the trip up is in Quickbooks but there is a simple fix to allow you to use a TWAIN scanner.

kathdelisle
Level 1

What is the best scanner to buy for scanning invoices and documents

I am looking for the compatible bar code gun scanner

 

ReymondO
QuickBooks Team

What is the best scanner to buy for scanning invoices and documents

Thank you for joining the thread, @kathdelisle.

 

You can use any type of bar code gun scanner as long as it supports the following:

 

  • EAN-13 (International Article Number, formerly European Article Number) and Code-128 barcodes.
  • Your scanner produces a single carriage return at the end of the barcode.

 

You can also search for a specific brand on the internet and test it in QuickBooks. Simply perform the following steps to see if it's compatible with the product. 

 

Once you've tested your scanner, you can now an item to fill out any of your transactions as a new line item.

 

Please check out this article for more info: How to check if your scanner is compatible with QuickBooks.

 

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

jlowe29
Level 1

What is the best scanner to buy for scanning invoices and documents

I cannot get into my online payroll

emails are not being sent, but the system says that they are, so, we are unable to verify

We need to do payroll and are dead in the water.

JoesemM
Moderator

What is the best scanner to buy for scanning invoices and documents

Thanks for joining the thread, jlowe29. Allow me to add to this discussion and share some information to resolve your concern.

 

You’ll have to update your QuickBooks software and payroll tax table to the latest version. This way, we can ensure all components are up to date, and this will calculate your payroll taxes correctly. 

 

You can follow these steps to update your QuickBooks software:

 

  1. Go to the Help menu.
  2. Choose the Update QuickBooks Desktop
  3. Click the Update Now tab.
  4. Put a checkmark inside the Reset the updates box.
  5. Select Get Updates to re-download the updates. 
  6. From the QuickBooks Desktop Update Service window, select Install Now.

 

Once done, let's close and open QuickBooks. Then you can proceed to update your payroll tax table. I’ll show you how:

 

  1. Go to the Employees menu.
  2. Select Get Payroll Updates.
  3. Mark the Download Entire Update checkbox.
  4. Click Download Latest Update.

 

For your reference, you can check out these articles for more information: 

 

 

Once done, log in to your company file and create paychecks for your employees, just click this article for more details: How do I create a paycheck for an employee?

 

Also, you can check junk mail and spam folders to verify if the emails were sent there since it's already sent by the system.

 

However, if the issue persists, I'd recommend getting in touch with our technical supports. This way, we'll be able to look into your account and perform a series of tests to rectify the underlying issue. Here's how to connect with us:

 

  1. Select Help from the top menu bar,
  2. Choose QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern in the text box, then click Continue.
  5. Choose Start messaging.

 

You may check our support hours first to ensure that we address your concerns on time. 

 

Additionally, you can run the Payroll Summary report in QuickBooks Desktop (QBDT). This report shows the payroll items with a subtotal for net pay, plus all the company payroll taxes are shown by employees. Just go to Reports and select Employees and Payroll. Then, click Payroll Summary

 

That should do it. Please let me know if you need anything else, I’ll be more than happy to help. Thanks for dropping by and take care!

DKGoehring61
Level 1

What is the best scanner to buy for scanning invoices and documents

I have seen your list, we bought the EPSON RR-600W, and I am trying to get it set up to scan our credit card receipts.  The one that we have is not on your list but I was hoping it would work.  I am setting up the scanner it is asking me for a intuit email and password.  I have tried mine and it will not work.

 

What do I need to do to get where I can scan in the receipts?

Thanks,

Darlene K Goehring

[email address removed]

 

AileneA
QuickBooks Team

What is the best scanner to buy for scanning invoices and documents

Hello, DKGoehring61. 

 

Thank you for joining the thread. I want to make sure you're able to get your account up and running. I want to check on this for you, but account related concerns are mainly handled by our live support.

 

For security purposes, we do not handle account management questions to protect your data in this public page. We have dedicated customer service agents who can review your email and password. Follow these steps to get a live support to help you: 

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Click on Contact Us.
  4. Give a brief description of your issue, then select Let's talk and then choose a way to connect (Chat, Call back, Etc.). 

 

Please also check out our support hours to ensure that we address your concerns on time. For QuickBooks Desktop, our customer support will be available from Monday to Friday from 6 AM to 6 PM PT. See this link for more details: Contact Hours Support

 

Let me know how it goes in the comments below. If there's anything else you need, I'm just here to help. Take care and stay safe always.

Ocordova
Level 1

What is the best scanner to buy for scanning invoices and documents

I am trying to get my new scanner to work with Quickbooks Accountant Desktop 2018 but it is not working.  What do I need to do ?

AlexV
QuickBooks Team

What is the best scanner to buy for scanning invoices and documents

Hello Ocordova!

 

Thanks for joining this thread. Let me assist you in setting a scanner.

 

QuickBooks Desktop supports TWAIN compliant scanners. I understand that you're using the Fujitsu Scansnap iX1400 but it'd be best to seek help from their support so they can further assist you in setting it up.

 

You can follow the steps in this article on how to set up and use the QuickBooks Scan Manager: QuickBooks Scan Manager: Scan and attach documents to transactions.

 

I also included this link to see system requirements and compatible software for QuickBooks Desktop 2018: System requirements for QuickBooks Desktop 2018 and Enterprise Solutions 18.0.

 

Lastly, I added this article if you need help in running, customizing, and saving financial reports in QuickBooks Desktop: Understand reports.

 

Post again here if you need more assistance with scanners. Take care!

LarryinSouthernIllinois
Level 1

What is the best scanner to buy for scanning invoices and documents

If you are using Enterprise 2022 or the 64bit Quick Books then you no longer have SCANNING capability. I was told that the developers cannot make it work in the 64bit software and they also removed Loan Manager and a couple other managers because of 64bit (That makes me unhappy)

gmmitchum
Level 1

What is the best scanner to buy for scanning invoices and documents

I have been entering credit card receipt amounts into QuickBooks by i.e. fuel, meals….

How can I can these receipts and then get them to the appropriate category?

Rasa-LilaM
QuickBooks Team

What is the best scanner to buy for scanning invoices and documents

Thanks for posting on this thread, gmmitchum.


I’m here to help your concern about categorizing the credit card receipts is properly addressed. To ensure I can provide the best solution, I need more details about the issue.


How did you record the transactions mentioned above? Did you use the Receipt Management feature to bring them into QuickBooks?


I’m looking forward to your reply. Have a great weekend.

cube
Level 2

What is the best scanner to buy for scanning invoices and documents

What a nightmare, seriously? Do they just expect people to use their weakly implemented receipt management tool? We scan a lot of documents into QB this will be a disaster. Can you still manually attach documents to things though? We attach documents to invoices, customers, etc not just receipts/bills. What facility is there now??

AlcaeusF
Moderator

What is the best scanner to buy for scanning invoices and documents

Hello @cube,

 
I appreciate you taking the time to post here in the Community space. I'm here to assist you with your concern about scanning documents into QuickBooks Desktop.

I would feel the same if I were in the same situation and scanning many documents into the system. Can you share your QuickBooks Desktop version with us?

 

Scan Manager is no longer available in QuickBooks Desktop 2022. You can still use Scan Manager in previous, currently supported versions.

 

For the 2022 version, you can use the mobile app to snap and attach documents to QuickBooks Desktop. Check out this link: Attach documents to transactions in QuickBooks Desktop.

 

Also, you can still manually attach files to transactions, all in one place, using the QuickBooks Doc Center. Please note we have a specific list of transactions and items that allow attachments.

 

We also have recommended system requirements for the best experience in QuickBooks Desktop. Here's the article you can visit to learn more about Software compatibility, as well as other information for the Desktop version: System requirements for QuickBooks Desktop 2022.

 

We always have your back if you need more help scanning documents or managing transactions. I'm here to ensure you'll find the success you need. Have a wonderful day.

Cx2Designs
Level 1

What is the best scanner to buy for scanning invoices and documents

2 part question:

Is there an updated of cost effective list of scanners? That are compact?

JoesemM
Moderator

What is the best scanner to buy for scanning invoices and documents

Welcome to the Community space, @Cx2Designs.

 

I'll share insights about the list of scanners and their compatibility with QuickBooks.

 

At this time, we do not have a complete list of barcode scanners for QuickBooks Desktop. However, these are the list that already tested the compatibility of barcode scanners with QBDT.

 

  • Brother MFC 7820
  • Canon Lide 600
  • Canon MG5320
  • HP Laserjet 3030
  • HP Deskjet 3050A
  • HP Deskjet F4180
  • Epson Perfection 2450
  • Epson Perfection Scan GT-2500
  • Fujitsu ScanPartner Fi-5110CU
  • Epson Stylus NX430
  • Kodak Hero 3.1
  • Visioneer Strobe XP300
  • Lexmark X5650

 

Please note any barcode scanner is compatible with QuickBooks as long as it complies with the following formats: support EAN-13 (International Article Number, formerly European Article Number) and Code-128 barcodes and produces a single carriage return at the end of the barcode.

 

Once you find and the scanner meet the required format, you can enable the barcode option. For more information, see this article: Set up and use barcode scanning in QuickBooks Desktop.

 

Also, I'll be sharing these references that will guide you in setting up other types of scanners that can help you with your business:

 

 

Feel free to visit us again in the Community if you need more help. I'm always here to assist. Take care.

SVSK
Level 1

What is the best scanner to buy for scanning invoices and documents

i have a Brother MFC-L2710DW scanner. is this compatible with quickbooks premier? 

jessechvz
Level 1

What is the best scanner to buy for scanning invoices and documents

quickbooks, can you update the scanners for best in doc uploading and scanner updated versions for 2023

 

this models are from 2018 and under

 

thanks

MadelynC
Moderator

What is the best scanner to buy for scanning invoices and documents

Thanks for stopping by, @jessechvz.


I recognized how convenient it is for users to have updated scanners when uploading documents. You can use the Feedback feature to send this matter straight to our concerned teams. This way, our product developers can take action to help improve your experience.


Here’s how you do it:

 

  1. Open your QuickBooks Desktop account.
  2. Go to the Help menu.
  3. Select Send Feedback Online.
  4. Choose Product Suggestion.


In case you'd like to know more about the operating system, hardware, software, and other requirements to run QuickBooks Desktop 2023 and how to easily scan receipts and documents and get them added to your sales and vendor transactions, see these resources:

 


Stay in touch if you have any other questions or concerns with the program. I’ll make sure it’ll be taken care of. Keep safe always!

Fiat Lux - ASIA
Level 15

What is the best scanner to buy for scanning invoices and documents

@jessechvz 

Consider having a 3rd party Inventory management app to integrate with QBD and you can use your mobile phone as a scanner.

Haresh
Level 3

What is the best scanner to buy for scanning invoices and documents

I am currently using QuickBooks Enterprise 2021 Diamond edition, which supports document scanner. If I upgrade to 2024 will it support the same scanner setup as 2021.

 

Thanks!

 

JessT
Moderator

What is the best scanner to buy for scanning invoices and documents

Thank you for joining the conversation, Haresh.

 

I understand that you may have relied on Scan Manager in QuickBooks Desktop for your scanning needs. However, know that Scan Manager has been discontinued in QuickBooks Desktop 2022. This means that the feature is no longer available for use in the future version (2024) of the software.

 

I recommend exploring the Attach Documents feature, which replaces Scan Manager. This feature allows you to easily attach and link documents to transactions, such as invoices, receipts, or bills, directly within QuickBooks Desktop. It provides a convenient way to organize and access your documents without relying on Scan Manager. You can refer to this article: Attach documents to transactions in QuickBooks Desktop.

 

If you have any further questions or need assistance with using the Attach Documents feature or any other aspect of QuickBooks Desktop, please don't hesitate to reach back out. I'm here to help you make a smooth transition and ensure that you continue to have a productive experience with QuickBooks.

beta4210
Level 1

What is the best scanner to buy for scanning invoices and documents

I just upgraded to 2024 desktop version and but in 2021 version I used to be able to open a check or bill and click on attach file.  Then I was able to attach directly from the scanner.  This feather has disappeared in 2024.  How can I attach an image directly from the scanner?

4Gal
Level 10

What is the best scanner to buy for scanning invoices and documents

@beta4210 

I have shared a workaround in another post. Hope it works.

RCV
QuickBooks Team
QuickBooks Team

What is the best scanner to buy for scanning invoices and documents

Thanks for joining in the thread, beta4210.

 

If you use the Scan Manager to scan receipts, and documents and attach them to your transactions, then it was discontinued in QuickBooks Desktop 2022. You can still use Scan Manager in previous, currently supported versions.

 

Since you have the latest version, you can now use the QuickBooks Desktop mobile app. Where you can upload your documents to 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 the links below on how to download them based on your device:

 

 

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

 

  1. Open the QuickBooks Desktop Android app, then tap Document under Snap and Upload.
  2. Tap the company to upload bills, then tap Continue.
  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 Intuit Account and select the company to upload bills to. You’ll only need to do this once.
  8. Sign in to your QuickBooks Desktop company file to review, edit, and match bills to transactions.

 

If you're using the iOS version, please see the steps on the link attached: Attach documents to transactions in QuickBooks Desktop using mobile. It also contains steps on how to view and attach documents in QuickBooks Desktop.

 

In addition, our support article archives contain informative resources about using QBDT that would help you achieve your tasks.

 

Please feel free to post any follow-up questions here or start a new thread if you need additional assistance down the road. The Community is always available to make sure all your QuickBooks needs are taken care of. 

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