QuickBooks Scan Manager is an advanced tool that allows users to attach files to sales receipts, invoices, bills, and other transactions. Users need to set up their QuickBooks scan manager if they install a new scanner or are scanning a document for the first time. Users can also connect it with their bank and import different types of transactions.
Want to learn how to set up QuickBooks scan manager? Go through this blog for a detailed explanation or reach out to an expert at +1(855)-738-0359, and they will guide you step by step.
Benefits of QuickBooks Scan Manager
There are multiple benefits of Quickbooks scan manager, which involves saving time and effort. The complete list of advantages are:-
- It can be easily used and utilized by someone who doesn’t have an accounting background.
- Adding transactions such as invoices, bills, and sales receipts can be easily done.
- Users can connect it to their bank accounts to automatically import and categorise different types of transactions.
- Scan manager can automatically generate balance sheet updates, invoices, packing slips, and other online business-related documents.
- QuickBooks scan manager is faster than the manual process.
Also Read: Automated Password Reset Tool In QuickBooks
How to set up QuickBooks scan manager?
Setting up QuickBooks Scan manager is a 3 step process requiring users to generate a scan profile, set up and test it, and finally scan and add documents. Let’s look at these steps in detail:-
Step 1- Generate a scan profile.
You need to create a profile for your scanner. Each scanner needs to have a different profile. These are the steps you need to follow:-
- Click on the Company tab and choose Documents.
- Tap on Doc Center and then click on Scan a Document.
- Click on New to set up your profile or select an existing profile.
- Enter the name of your profile and tap on Continue.
- Adjust the settings of your profile and click on Save.
Note:- Scan Manager will save your documents in the same folder as your company file.
Step 2- Setting Up And Testing
The users need to set up their scanner and then test it to ensure that it is working properly. These are the steps required to be followed:-
- Click on your profile and then tap on Select.
- Tap on Scanner Setup Wizard in the Select Scanner Window.
Note:- The current Selection field shows your scanner. If you do not see your scanner, click on Yes and then Next ro download the latest scanner database from Nuance.
- Select the mode as per your requirements.
- Tick Mark the box next to Perform Tests and click on Next.
- Choose the test you wish to run and then click on Next twice to start testing your scanner.
- Tick mark the Repeat this test to check all modes box and then tap on Next to continue testing other available modes.
Step 3- Scanning And Adding Documents
You can start scanning your documents after testing all modes, Tap on Attach File to attach any file.
So now we hope we have an answer to the question ‘How To Set Up QuickBooks Scan Manager’. The scan manager can help you automate certain banking processes too. If you still have any doubts left, reach out to an expert at +1(855)-738-0359, and they will help you fix it.
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