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How To Set Up QuickBooks Scan Manager?
Jack smith 06/05/2019 09:24 AM CST

If you just purchased a new scanner or need to scan documents then you need to set up QB Scan Manager for QuickBooks Attached Documents.

Setting up QB Scan Manager is a very simple and easy to implement process. It is a two-step process both of which are given below.

Step 1: Create Your Scan Profile

  • Go to the QuickBooks icon bar and click on Docs.
  • Choose to scan a document in the Doc center.
  • Choose the right Scan Profile or click on New to create a new profile.
  • Now, you want to edit the name of your profile.
  • Click on Continue.
  • Set the profile settings according to your needs.
  • Click on Save.

Step 2: Set Up and Test Your Scanner

  • Select a profile.
  • Go to the Select Scanner Window and click on Scanner Setup Wizard.
  • If you cannot see your scanners listed then download the latest scanner database.
  • Select a suitable mode. Most people select Normal Mode.
  • Mark the Perform Tests box and tap on Next.
  • Choose the test that you wish to run, then click on Next twice to start testing your scanner.
  • A test page will open on your screen which will read “Your scanner document here.”
  • Mark the Repeat this test in order to check all boxes
  • Click on Next to continue with the process of testing in other modes also.

If all the modes are successfully tested then you are ready to use your scanner with QuickBooks.