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QuickBooks Scan Manager: Scan and attach documents - QuickBooks Community

QuickBooks Scan Manager: Scan and attach documents to transactions. Select Scan a Document.

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Select New to set up a new profile or select an existing scan profile. Edit the name of your profile, then select Continue. Adjust the profile settings as appropriate, then select Save.

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Tip : Scan Manager always saves your documents on the same folder as your company file. Step 2: Set up and test your scanner Highlight your profile, then choose Select. Note : The Current Selection field should show your scanner. If you don't see your scanner, select Yes , then Next to download the latest scanner database from Nuance.

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Select the appropriate mode. This is typically Normal Mode. Check the Perform Tests box, then select Next. Select the test you want to run, then select Next twice to start testing your scanner.

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  4. Check the Repeat this test in order to check all modes box, then select Next to continue testing in other available modes. Step 3: Scan and add documents After successfully testing all modes, you can start using your scanner.

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    Get help with Scan Manager errors If you get any of these errors, here's how to fix them. Could not scan. TWAIN driver not found.

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    Test your scanner outside of QuickBooks to make sure it's working properly. And there are options built-in to help straighten documents, then save as a PDF. In other words, PDFScanner was exactly what I wanted and needed and it has hundreds of positive reviews.

    Get help with Scan Manager errors

    I teach English in St. Louis, MO. Over 25 years ago I convinced my husband to switch from PCs to the Mac. I told him it would improve our marriage, give us more friends, and reduce stress.

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    It gave us two out of three. Read more of my articles here. What is confusing? You have to scan the document in a scanner using an app on the Mac to be able to run optical character recognition.

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