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.
- Go to the Company menu from your QuickBooks Desktop (QBDT) software.
- Select Documents, then choose Doc Center.
- Click Scan a Document.
- Select your old scan profile.
- 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:
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.
