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QuickBooks Team
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Thanks for joining in the thread, beta4210.

 

If you use the Scan Manager to scan receipts, and documents and attach them to your transactions, then it was discontinued in QuickBooks Desktop 2022. You can still use Scan Manager in previous, currently supported versions.

 

Since you have the latest version, you can now use the QuickBooks Desktop mobile app. Where you can 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 the links below on how to download them based on your device:

 

 

Once done, we can now start capturing and uploading the documents. If you're using the Android version, here's how you can do that:

 

  1. Open the QuickBooks Desktop Android app, then tap Document under Snap and Upload.
  2. Tap the company to upload bills, then tap Continue.
  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 Intuit Account and select the company to upload bills to. You’ll only need to do this once.
  8. 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.

 

In addition, our support article archives contain informative resources about using QBDT that would help you achieve your tasks.

 

Please feel free to post any follow-up questions here or start a new thread if you need additional assistance down the road. The Community is always available to make sure all your QuickBooks needs are taken care of. 

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