Question

How to scan documents in 2022

Forum|Forum|4 years ago
May 19, 2022
5 replies
0 views

Did we lose the scanning feature in 2022 Desktop Enterprise all together? How do we upload documents now?

QuickBooks Desktop

BigRedConsulting

Yes, Intuit eliminated the built in scan document feature with QuickBooks 2022 and Enterprise 22.0.

I think the only way to do it now is manually, outside of QuickBooks, and then attach the file within QuickBooks.

M

MMCI

This is ridiculous. you just made our jobs harder??? Why????

M

Mich_S

I recognize the importance of being able to use the scanning feature in QuickBooks Desktop, @Lisa W J.

The Scan Manager tool was discontinued in QBDT 2022 and replaced with Attach Documents.

You can now utilize the QuickBooks Desktop mobile app to upload documents to the system using your mobile device if you have the latest version. After that, you can include them in invoices, purchase orders, and other transactions.

QBDT presently supports PDFs as well as images in JPEG, JPG, GIF, and PNG formats. You'll need to download the QuickBooks Desktop program to use this feature.

Here are the links to download them based on your device:

After that, you can now start capturing and uploading the documents. If you're using an Android version, follow these:

Open the QuickBooks Desktop Android app, then click on Document under Snap and Upload.
Select the company to upload bills to, then hit Continue.
Click on Snap Document.
Hit the Camera icon to take a picture of the bill or select the Photos icon to upload your bill.
Hit Use this photo.
Enter a Name and Memo, then click on Upload photo then select OK.
Log in to your Intuit Account and choose the company to upload bills to. You’ll only need to do this once.
Log in to your QuickBooks Desktop company file to review, edit, and match bills to transactions.

Please see the steps below if you're using an iOS version: Attach documents to transactions in QuickBooks Desktop using mobile.

I've also gathered the following materials to assist you in streamlining your daily accounting tasks:

What’s new in QuickBooks Desktop 2022.

I'm always ready to assist further if you have other concerns with this matter. Feel free to comment back. Have a great day ahead!

D

Dana_AFHSI

This is not a good way to upload a document that is 100+ pages. Bring back the scan feature within QuickBooks - Attach. Taking this feature away has added more time to our workload.

D

Dana_AFHSI

It is not feasible for us to take pics of documents that include 100+ pages to attach to transactions within QuickBooks. PLEASE, PLEASE, PLEASE bring back the scan document (from a desktop scanner) within the Attach function on Journals, Bills, Checks, within QuickBooks. We switched from Premier 2019 to Enterprise 2022. I am very UNHAPPY that QuickBooks has taken this function away. I suggest going to Help>Send FeedBack Online>Product Suggestion and asking QuickBooks programming to add this function back. Maybe if more of us would suggest they bring this back, they will add it back.

S

Stacy L-L

I am also very unhappy i can no longer scan to an invoice. Big problem for me. Makes no since to update something and take away features.

D

DanaH-AFHSI

I am very disappointed with the scan options. First scanning to my PC then uploading into Quickbooks is time consuming. I have to scan the doc then name it so that it doesn't get lost in a sea of documents on my desktop. Then I have to upload the document into Quickbooks. The second option of scanning the doc into Quickbooks using my personal phone is not an acceptable option for a healthcare facility. We scan documents into Quickbooks that has patient information attached to it. Using our phones could be a HIPAA violation waiting to happen. You scan the document with your phone with the patient info on it, you get busy and you forget to delete the information you scanned with the patient info on it and then you are now in possession of that patient's information that could be compromised if someone gets into your phone. It's just not feasible for us to use the cell phone scanning option. We need the scan option that was removed. It was a quick click of a button and the info was scanned and saved. Lots of additional steps involved. And when you are working in a fast paced work environment you do not have time for all of the extra steps involved.

R

rvrfrf

Thanks for joining this thread, DanaH-AFHSI.

I can certainly understand how an ability to scan documents from a computer with the click of a button could be useful and have submitted a suggestion about it as of today.

You can submit your own feature requests while using QuickBooks.

Here's how:

In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
Enter any suggestions/feedback in the Here is my suggestion: field.
If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
Select Send Feedback.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

Please feel welcome to send a reply if there's any questions. Have an awesome Tuesday!

S

Sharon8975

I have written many complaints to you "Feedback". What a Fxxxing joke. You people do not care about your customers or the position you have put us in. Discontinuing scan manager was a strategic move to fatten up your bottomline. You people do not respond to this situation because you are hoping it will just disappear and be forgotten. Well its been several years and people are still complaining. I hope you lost customers. I would love to switch to another accounting program but I can't due to the amount of work it would take to change. So I deal with it but I will never recommend QB. Why would I want to help you when you don't care about us and our needs. You just drop and make changes without any warning.