Skip to main content
V
vgardner218
October 22, 2023
Question

Document Scanning under Version 23.0

  • October 22, 2023
  • 3 replies
  • 0 views

Our company recently installed version 23.0 of QB Enterprise suite and we discovered that the document scanning process has changed dramatically.  In the past we would scan all support documents into the system for everything; vendor payments, bank recons, purchase orders, material receipts, payroll change documents, basically everything we had a support document we would drop the docs in a high speed scanned and add them to the transaction in QB.  It now looks like we can only use the phone picture process which is bulky and time consuming.

 

Does anyone have a better process than what has been offered by using a phone to take a picture as the document scan?

3 replies

Nicole_N
Nicole_N
October 22, 2023

I recognize the importance of using the scanning feature in QuickBooks Desktop (QBDT) as it lets you easily scan receipts and documents and add them to your transactions, @vgardner218. Let me share a few things about it and how it works in the new version.

 

Please know that the Scan Manager feature was discontinued in QuickBooks Desktop 2022 in order to introduce a newer feature, called Attach Documents. 

 

You can still use Scan Manager in previous versions but since you upgraded to the newest version, the option you have is to use the QuickBooks Desktop mobile app to upload documents to the system. You can then include them in invoices, purchase orders, and other transactions. To use this feature, you'll need to download the QBDT app first.

 

Please refer to the links below on how to download them based on your device:

 

After that, you can start capturing and uploading documents to QuickBooks. For more information, see this article: Attach documents to transactions in QuickBooks Desktop.

 

Moreover, I suggest providing feedback to our product engineers about adding the Scan Manager feature back into the software. They may consider adding this back in future product enhancements to make our program better and more efficient for you to use. Here's how to send feedback:'

 

  1. Go to the Help menu.
  2. Select Send Feedback Online then choose Product Suggestion.
  3. Enter your suggestion.
  4. Click Send Feedback.


For frequently asked questions and common issues about the QuickBooks Document Center, you can check out this article: QuickBooks Document Center: FAQs and common issues.


Please let me know if you have any additional questions or concerns. I'm more than willing to help. 

J
jcscstx
December 6, 2023

I am completely at a loss on this.  I can't believe this thread is not full of complaints.  We process hundreds of transactions per week which require documents attached.  We don't work on mobile devices; we work on DESKTOPS.  We scan multi-page documents and invested in the hardware to scan them quickly.  And you want us to snap pictures of the documents on our phones?  Absolutely absurd!!!!!  This may be the deciding factor that we need to find another software.  Been thinking about it for years.

    J
    jabinc
    December 12, 2023

    Agreed, why would they take away key functions all this while roping us into higher and higher costs each year?

      4
      4Gal
      October 23, 2023

      @vgardner218 

      As I know, QBD 2021 is the latest version having this feature. If the feature is critical for your business, consider switching to another program. You can use the trial version of QB Desktop to access your historical data for good. Your conversion cost will be lower.

        J
        Jason96
        May 31, 2024

        This is the most absolutely ridiculous thing I've ever heard of!!!

         

        We scan (or at least we used to) 100 of documents per day.  I'm at a computer - at a desk - using my phone is not an option at ALL.

         

        Anyone have any options for similar programs so I can move on from QB?  This is a deal breaker - I've been happily using this program for over 10 years - but I guess that will have to change.

         

        Very disappointed QB team - whoever made this decision clearly doesn't use QB for business.

          Terms & ConditionsAccessibility statement