BettyJaneB
QuickBooks Team

Payments

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:

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!