Let me share some updates with you, @ICGTtreasurer.
I'm sad to inform you that the Scan Manager feature was discontinued in QuickBooks Desktop 2022, and it was replaced with Attach Documents. However, it can still be used in previous, currently supported versions.
If you have the latest version, you can now use the QuickBooks Desktop mobile app, 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 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 Android version, here's how you can do that:
- Open the QuickBooks Desktop Android app, then tap Document under Snap and Upload.
- Tap the company to upload bills to, then tap Continue.
- Tap Snap Document.
- 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.
- Tap Use this photo.
- Add a Name and Memo, then tap Upload photo then tap OK.
- Sign in to your Intuit Account and select the company to upload bills too. You’ll only need to do this once.
- 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.
I've also collected these resources that you can use for guidance and streamline your daily accounting tasks:
Please let me know if you have any other questions by leaving a comment below. I'm always here to answer them. Take good care, @ICGTtreasurer.
