QuickBooks has come up with several advanced tools that make everyday accounting tasks effortless. QuickBooks Scan Manager is a tool that scans receipts and documents and further assists in importing and categorizing transactions. It also assists in updating the balance sheets, invoices, packing slips, and other documents. No doubt, it saves a lot of your time and effort that you can invest in other business areas. But usually, users find it difficult to set up and use QB scan manager, so let’s learn how to do it easily.
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As the name suggests, the scan manager in QuickBooks lets the users scan documents easily so that they can be added to invoices, bills, and other documents. It makes the task of creating bills and other documents easier for the users. In this section, we have enumerated some other advantages that you can avail yourself with the QB scan manager:
After getting a brief idea of the various benefits that you may avail from the scan manager, let’s understand how to set up and use it by following the steps listed in the next section.
If you have a new scanner or are scanning documents for the first time, then you must set up QuickBooks online scan manager for attaching documents to QuickBooks desktop. However, you can set up the scan manager by following the three steps listed below:
NOTE: Scan Manager works in sync with TWAIN (Toolkit without an informative name) compliant scanners only.
NOTE: You must know that the QuickBooks Scan Manager saves your documents in the same folder as your company file (.QBW).
Note: The Current Selection field must show your scanner. If it doesn’t, click on Yes> Next to download the latest scanner database.
Now that you know how to set up a QB scan manager, let’s understand how you can troubleshoot the issues that may occur while using & setting up the scan manager.
Has your QuickBooks scan manager application stopped working? Well, it might be due to any issue while setting up QuickBooks scan manager or scanning documents. In that case, you can consider the following:
Could not scan. TWAIN driver not found.
QuickBooks Scan Manager Error 281, 1
Note: Reinstall the scanner after switching from wireless to wired. It will help resolve issues with attaching docs directly from scanners.
In this article, we have answered all your queries related to QuickBooks Scan Manager. It won’t be a hassle to set up and run the Scan Manager by following the steps mentioned above. However, if you come across any issue while attaching copies of receipts or scanning invoices into QuickBooks desktop, give us a call on our Asquare Cloud Hosting Helpline Number. Our experts will assist you with the best client service.