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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.

Show previous replies

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ICGTtreasurerAuthor

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

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EConrad

This is freakin ridiculous! It’s taking me more time to do my paperwork! I have to scan from my desktop, save it to my documents, then open my document, rename the file and the move it into QB’s!!! I have been with QB’s since I started my business. Over 20+ years. Bring back the scan feature! If not I will need to find another program/company.

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Itooth

Agree!

The elimination of being able to scan your documents directly was a LARGE MISTAKE on the part of Intuit!

Funning you can scan documents in their Quicken App, but now, not in there QUICKBOOKS app.

Intuit, please instate scanning back into QuickBooks!

JessT

Hi Itooth,

I understand how you feel about the discontinuation of the Scan feature.

I suggest looking for third-party app kay offers to scan documents in QuickBooks Desktop. Please follow this link: https://desktop.apps.com/home

Feel free to reach back out if you have questions.

C

ceturk1

OK, I'm going very unprofessional here because I've had enough of the useless program I'm forced to use.

Quickbooks does not listen to anything that is said on this community forum. It's a useless tool made up of a bunch of people that don't give a crap about what your needs are as well as the BullS**t Send Feedback Online feature.

Hello, are you listening?

PUT THE SCAN MANAGER BACK IN THE PROGRAM hows that for my feedback again?????????

Stay safe everyone if you are in Ian's path, my thoughts and prayers are with you all!

S

Scott1014

No one at QB seems to grasp how much extra time their upgrade costs us all.

S

Skellar

I am installing '23 as we speak...stay tuned. I have no high hopes, and am wondering what else they took away

D

Dana_AFHSI

Please keep us all posted about '23!

Thanks, Dana

B

Bdunning

Quickbooks 23 doe NOT have scan manager again! The writing is on the wall

R

rogermco

I was also caught unaware by the scan Manager discontinuation when I upgraded to QBDT Premier Plus 2022.

I use this feature all the time. I am a contractor, but used to work in software for manufacturing. 1st rule, never take away a feature. My company that I worked for in the 90s was offering this to our clients then!

I am just guessing here, but either the provider of the scan software is either no longer offering and/or supporting it, or they wanted more that QB was willing to pay.

I do a lot of importing of PDF documents and also print to PDF in windows using Microsoft Print to PDF.

I have set up a folder system under my QBPdocs/Attach folder to save or print or scan pdf files to.

The trick was finding a scan software that was affordable and minimized the pain.

I found a freeware program called NAPS2 that fulfilled my needs. It can perform most of the tasks most scan software can provide and configured to auto save and name files. You can configure each users copy to save to a file path with a file name and date time detail and auto increment count suffix. It works perfectly with my Epson GT-S50 scanner.

It doesn't save to the ATTACHMENTS record in QB, but by clicking on COMPUTER in the ATTACHMENTS screen you have access to the directory you have scanned to and can select the scanned file. I do a descending sort by Date Modified and the last file scanned is always at the top.

Not a perfect solution, but someone smarter that me could probably make an integration in to QB (maybe even Intuit!)

J

jash

I know what you are saying and have done similar as a workaround, but it still is extra steps if I have a paper version of the invoice. Instead of scanning straight into QB, now you have to open another program, scan through whatever option, save it to a folder, go back to QB and attach it from the computer. I personally don't want extra steps. I work in the medical field, and electronic medical records have enough unnecessary extra steps to drive anyone crazy!

S

ST64

Unbelievable that the cost of this product keeps going up and features are either being removed or broken. We're an MSP and work hard at keeping business networks and apps secure, how on EARTH is having an employee use a personal cell phone to take pictures of company documents so that they can be attached to QB in ANY WAY secure?? Agree with others in this thread that FEEDBACK is ignored. The only thing that seems to work consistently is the POP UP ads for Timesheets, upgrades, and prompting employees/users to make a backup of the database. Why would I want an employee to have to ability to back up my company database? QB needs to take a step back and review their pricing, features & functionality.

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Sharon8975

THERE HAS TO BE A WAY TO PUT SCANNING BACK INTO QUICKBOOK? HAS ANYONE FIGURED IT OUT YET?

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Haresh

Intuit is very obstinate about bringing the scan manager to the newer version of QB (2022, 2023). I am ignoring all their hype about the newer version of QB and will stick with QB 2021.

C

clutterbug

That's what I'm doing, not upgrading. They took away loan manager as well, which was something I rely on heavily in our business.

However, you know they eventually 'discontinue' support for older versions...so eventually it's either submit to the changes or look elsewhere for your accounting software.

L

lordway1

You are making a smart decision from my perspective. I disliked Intuit's decison to remove Scan Manager so much that our company is moving to SAP which we avoided as long as we could. Even if Intuit brought back Scan Manager with their next release the damage was done and I don't trust them to do what is best for their customers in the future. I think if I were a QB Enterprise user today I would look at a Microsoft Dynamics product. Note that Microsoft bought Nuance in March of 2022, the maker of the software that powered Scan Manager in QB (as I understand it).

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