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Scan Manager discontinuation

Forum|Forum|4 years ago
October 29, 2021
57 replies
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Is anyone bothered at all by the discontinuation of scan manager in QB 2022 Desktop? See attached image.

QuickBooks Accountant Desktop

Best answer by JoesemM

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.

JoesemMAnswer

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.

I

ICGTtreasurerAuthor

I use Scan manager constantly. It is automatic and requires a minimal amount of time. I literally attach hundreds of documents weekly to transactions, all using scan manager. I cannot upgrade to any new versions of QB desktop until I can carve out the time to scan documents and manually attach them. I am not sure if you are aware of the manual process but it takes twice as long, if not longer, to do. I am not sure where that time will come from. Every scan will now have to be named so that I know where to attach it and then, it goes in a folder on the computer and dragged into the doc center. After that I have to navigate there or to the computer and manually attach it. Finally, I have to go to the original scanned document folder and delete the documents because at this point they are detritus. This is way too much work. Why did they eliminate such a powerful tool. It is literally insane. I need that automation put back where it belongs!

B

Bdunning

I have been using quickbooks since 2009 and I have always liked their products. I especially liked when the added the attached documents and scan manager years ago and I have been using it ever since. I recently went though the process of upgrading my quickbooks Enterprise to 2022 and discovered that they had removed the Scan Manager feature and replaced it with a worthless mobile app. This is absolutely infuriating that they would make a product worse. We use scan manager on almost every transaction as we scan every PO, Item Receipt, Bill, customer forms, deposits, checks, etc... We have a scanner at every station and use them exclusively for quickbooks. It they do not add scan manager to the latest version I will DEFINITELY NOT be upgrading to any new version until this is corrected. I can see adding the option for the mobile app which is great for scanning a credit card receipt in the field, but to use that for desktop needs is absolutely ridiculous. The fact that both options are available in 2021 but not 2022 makes no sense. I honestly don't understand how companies make their products worse over time rather than better. This is a huge dissapointment.

S

surpur

Totally disgusted with the discontinuation of scan manager. How could they even call this an upgrade to 2022?

And they say it's still available in previsions versions. Well what is the point of using 2022? I literally scan hundreds of docs on a monthly basis, so using a phone app is counter-productive for me. Simply bring back the scan tool.

S

Swhitcomb1

Why would we want to use our phone to attach documents - i'm sitting at my desk with a fast scanner and can scan multi page, 2 sided documents quickly. This is a huge inconvenience.

T

tagman23

What in the hell were they thinking. Insanity

7

7n53_2

I can't believe they did this. This is fine for a person that wants to take a picture of a grocery store receipt. If you are working as an accountant this is very unacceptable. I just printed out over 120 pp that need to be scanned into customer accounts. I don't know what I am going to do. I was able to put 20 pp in a document feeder and scan into quickbooks. I can't believe they eliminated this in Enterprise - obviously anyone that uses that particular software has a corporate account. I will be looking for other options than Intuit and I will make sure my colleagues are aware of this. Intuit is not going to get new customers by doing this.

I

ICGTtreasurerAuthor

Shocking that the program "managers" ripped out scan manager from QuickBooks. What's next on the demolition list? Why not get rid of the menu bar? After all, QuickBooks Online does not have that either.

L

Lordway

Agreed! Had I realized Scan Manager had been discontinued I would not have upgraded. This has caused much inefficiency in our process of attaching pdf copies of our vendor invoices to the QB record. How did I miss this?

S

Skellar

Absolutely!!!! We somehow missed that announcement as well, or we would have NEVER upgraded. Their new Mobile method is a complete waste of my time and inefficient to say the least

J

jdindoor

I would have NEVER upgraded either! I wish I knew about this too!

L

Lenny G

Yes. It is very bad for me. I have remote employees whose entire function was scanning in original docs and pics to selected docs. It is very cumbersome now. Very very aggravating.

B

Bdunning

My suggestion to everybody is to keep giving this product feedback to Quickbooks through the Help tab in Quickbooks. Go to Help > Send Feedback Online > Product Suggestions. I have been doing it every single day sometimes several times a day. I have been told that their product engineers have to read all of them and if enough of us complain they will hopefully listen and correct it.

J

jdindoor

thanks I will keep sending messages too! I cannot believe they took that away! soooo need it !! takes more time to attach now, I have other stuff to do here and this is going to take up most of my time !! really sucks!

C

Cheryllynn

This is a HORRIBLE "UPGRADE". We scan hundreds of documents a month into quickbooks and the amount of extra time it now takes adds up rather quickly when scanning this much! I am not sure how anyone could classify a loss of a feature as an upgrade. While the mobile scan option is a nice feature for individuals who may work from a vehicle or on the go often, most people are set up either remote or in an office and have a scanner and scan manager is still the best option for them since the additional steps are not needed. While we have been using quickbooks for over 20 years, it may be time to find another software program.

C

chucknb28409

Quickbooks 2022 sucks why would they remove ScanManager and LoanManager, what the hell are they thinking. I am uninstalling Quickbooks Pro 2022. This might be the end for me using QuickBooks when they stop supporting 2021... Intuit has truly lost their minds.

6

677Carpenters

I am very disappointed that QB 2022 has discontinued scan manager. Because of this it adds a couple of additional steps to scanning receipts and documents and attaching them to QB. I don't understand their reasoning.

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