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T
tyresales@hotmai
September 17, 2024
Question

Scan as invoice in attachments

  • September 17, 2024
  • 1 reply
  • 0 views

I previously had a Raven scanner. With one touch I could scan into QuickBooks. The file would save as an invoice in attachments and, when typing up an invoice, I could link the scan to the invoice I was raising.

 

I now have a Scansnap ix1600 receipt edition scanner. I can scan directly into QuickBooks but I cannot get it to scan as an invoice. Does anyone know how to scan into attachments as an invoice?

 

I don't need the invoice to auto-populate, I'm happy populating the invoice. Just want to scan into the area where I can then link it.

1 reply

M
MichaelaS
September 17, 2024

I see how important having a feature that allows easy scanning of invoices in QuickBooks Online (QBO), @tyresales.

 

Scanning any sales transaction is currently unavailable in QBO. In the meantime, you can utilize other third-party applications to achieve and help you seamlessly link scanned invoices.

 

You can visit the marketplace to find the app or log in to your QBO account, navigate to the Apps menu and Find Apps, then use the search field provided to find an app suitable for you.

 

 

 Furthermore, you can visit this article to learn more about personalizing your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep us posted if you have other questions about managing invoice concerns. I'll be around to help. Stay safe.

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