QuickBooks is prominent accounting software for its astounding features and top-notch services. One of the most robust and powerful features that QuickBooks has is QuickBooks Scan Manager. It helps users to import and categorize transactions in an effective manner. Furthermore, it also aids to manage and tracking the records which contain complete information in the form of a statement. However, setting up such a program for the first time can be a daunting task. But once you set it up correctly, you can scan documents and attach them to invoices, sales receipts, bills, and other transactions. In this section, we are going to discuss how to use it frequently and how to fix the QuickBooks scan manager not working. Thus, stay tuned with this piece of the sequential guide!

Whereas, you can directly reach out to our technical team for QuickBooks Help if you can’t perform the given guidelines. You only have to put a call at the customer support helpline number to communicate with dedicated and professional tech-savvy. We are happy to assist you!

Benefits of Using QuickBooks Scan Manager

When you accurately set up QuickBooks Scan Manager, you will be able to avail of its advantages like:

1. Attach the files without any hindrance to the invoice, sales receipt, bills, and other transactions.
2. Users can get more work done in the least time interval as compared to the work done manually.
3. Also, the balance sheets get automatically updated and the invoice, packing slip, and other documents are easily generated. This automation actually saves a lot of time.
4. Furthermore, it is quite essential to have strong technical knowledge in accounting to make use of this feature.
5. And most importantly, you are required to associate it to the bank accounts to automatically import and categorize the transactions.

How to Setup QuickBooks Scan Manager?

Many newbies have a query that How to set up QuickBooks Scan Manager in a short span. So, here we have come up with the constructive solution in a stepwise manner. Let’s check out them in the below-noted section and also simultaneously start implementing the entire step-by-step guide:

Step 1: Create Your Scan Profile in QuickBooks

In the very beginning step, you should create your scan profile in QuickBooks. This is how you can start for QuickBooks Scan Manager Setup. To do this, follow the provided instructions:

1. First and forecast, launch QuickBooks Desktop.
2. Now, go to the “Company” menu and then select “Documents”.
3. You also need to opt for the “Doc Center” tab.
4. Further, choose the “Scan a Document” option.
5. Now, select the “New” tab to set up a new profile or select an existing scan profile.
6. Afterward, edit the name of the profile and then click the “Continue” tab.
7. Now, adjust the profile settings as appropriate, and then click the “Save” button to finally save the changes.

Remember: Scan Manager always saves your documents on the same folder as your company file (.QBW).

Step 2: Setting up and testing Your Scanner

In this guideline, we strongly suggest you set up your Quicken Scanner and then test the scanner before using it. Here’s how to perform for the same:

1. In the beginning, you need to highlight the profile and then choose the “Select” option.
2. Now, in the Select Scanner window, choose the “Scanner Setup Wizard” tab. And also note that the “Current Selection” field will show the scanner. In case you can’t see your scanner, click “Yes” and then tap “Next” to download the newest scanner database from Nuance.
3. Now, choose the appropriate mode, which is generally “Normal Mode”.
4. And then give a check to the “Perform Tests” box.
5. Afterward, click the “Next” button.
6. Later, select the test you want to run and then tap “Next” twice to start testing your scanner.
7. Now, place a check to the “Repeat this test in a way to check all modes” check-box.
8. And then, in the end, tap “Next” to continue testing in other existing modes.

After successfully setting up QuickBooks Scan Manager and testing your scanner in all modes, you can hassle-freely start using it.

Step 3: Scan and Add Documents

In order to attach your file or document, you simply have to select the “Attach File” button on any transaction.

Steps To Fix QuickBooks Scan Manager not Working or Unable to Find Scanner Driver

It might be possible that QuickBooks Scan Manager is Unable to Find Scanner Driver. While scanner scanning documents, you may get any of the following errors:

1. Could not scan. TWAIN driver not found.
2. Errors 281, 1.

When you face any of these problematic error issues, don’t pull your hair! Here are the steps to fix it soon. Give a brief glance at the provided instructive guidance:

1. Steps to Fix Could not scan. TWAIN driver not found

• Make sure you’re using a TWAIN-compliant scanner.
• Test your scanner outside of QuickBooks to ensure that it’s working effectively.
• If the scanner is not working properly, consult the scanner manufacturer or an IT expert to determine this.

2. Steps to Fix Errors 281, 1

• Delete your Scan profile and create another one.
• Adjust User Account Settings in Windows.
• Repair QuickBooks and filter it if required.
• Switch from wireless to wired and then reinstall the scanner.

See Also: QuickBooks Desktop Loan Manager and Loan Tracking

Get 24/7 Online QuickBooks Customer Support for More Info

We expect that the aforementioned discussion assists you to efficiently setting up and using QuickBooks Scan Manager. In case you face any difficulties, you can connect with our technical team for QuickBooks Customer Support. We are dedicated engineers who are ready 24×7 to provide you the best possible solution at your doorstep.