Banking

Hi Lantz74.

Thanks for stopping by the Community. Depending on which version of the QuickBooks Desktop product you have, you can use the QuickBooks Scan manager to scan receipts. Here's how:

Step 1: Create your scan profile:

1. From the Company menu, select Documents, then choose Doc Center.
2. Select Scan a Document.
3. Select New to set up a new profile or select an existing scan profile.
4. Edit the name of your profile, then select Continue.
5. Adjust the profile settings as appropriate, then select Save.

Step 2: Set up and test your scanner:

1. Highlight your profile, then choose Select.
2. In the Select Scanner window, select Scanner Setup Wizard.
   Note: The Current Selection field should show your scanner. If you don't see your scanner, select Yes, then Next to download the latest scanner database from Nuance.
3. Select the appropriate mode. This is typically Normal Mode.
4. Check the Perform Tests box, then select Next.
5. Select the test you want to run, then select Next twice to start testing your scanner.
6. Check the Repeat this test in order to check all modes box, then select Next to continue testing in other available modes.

Step 3: Scan and add documents:

After successfully testing all modes, you can start using your scanner.

To attach a file, just select the Attach File button on any transaction.

For additional information on the process, as well as the steps listed above, you can check out the following article: QuickBooks Scan Manager.

If you have any other questions or concerns, feel free to post here at any time. Thank you and have a nice afternoon