JasroV
QuickBooks Team

Install

Thanks for the clarification, @Apexbee.

 

I can provide you some information on how we can get your invoices and receipts uploaded to your existing bank account. 

 

First, you’ll want to re-setup your Epson ES-65WR scanner and ensure to check the settings if it is set to the right bank. For more details, you can check this article for reference: Epson ScanSmart User's Guide.

 

Then, set up your QuickBooks Scan Manager. Here’s how.

 

  1. Go to the Company menu in your QuickBooks Desktop (QBDT) software.
  2. Select Documents, then choose Doc Center.
  3. Click Scan a Document.
  4. Select New to set up a new profile or select an existing scan profile.
  5. Edit the name of your profile, then click Continue.

 

You can also see these links for more details:

 

 

If the issue persists, I recommend contacting our Support team. This way, they can check your account and investigate the reason why you’re unable to upload your receipts to your bank account. 

 

In the meantime, you’ll want to manually move those receipts to your preferred bank account. Let me guide you how.

 

  1. Go to the Accountant menu.
  2. Select Chart of Accounts.
  3. Locate and select the account created by Epson ScanSmart.
  4. Find and click the upload receipts.
  5. Select Edit and change the account where you want the receipts to be uploaded.
  6. Then click Save & Close.

 

Furthermore, you might want to check resources for additional reference about uploading receipts in QBDT: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.

 

I’ll be around if you have other questions or concerns about receipts or anything about managing your software. I’m more than happy to help you. Keep safe and keep well.