# Scanning & Uploading Documents In QuickBooks: Full Guide

Do you want to learn how to scan and upload documents in QuickBooks? This guide will explain two separate processes for scanning and uploading digital documents in QB Desktop.

Users often need to scan receipts and other documents to attach the scanned pieces to various transactions. Keeping all transactions in the correct order makes it easy to ensure the effective organization of your financial data.

The detailed blog sections discuss two processes to help you scan and upload files in QuickBooks software.

If you want precise guidance for scanning and uploading documents in QuickBooks, dial [phone] to contact our QB Professionals Team.

## Why Is Scanning and Uploading Documents In QB Required?
Users often describe the following reasons behind scanning and uploading documents in QB Desktop:
1. It is easy to ensure reliability, effectiveness, and precise organization of transaction data by affixing various receipts and bills.
1. The entire financial management becomes streamlined, allowing faster processing and networking.
1. Users can ensure a quick increase in the enterprise’s efficiency and better manage their projects.

## Two Processes To Scan & Upload Files In QuickBooks Desktop
Here are the two processes you can use to scan and upload files in QuickBooks Desktop:

**1. QB Scan Manager**
The [**scan manager in QuickBooks**](https://asquarecloudhosting.com/fix-quickbooks-scan-manager-not-working-or-could-not-be-selected-error/) allows direct scanning of all the receipts, bills, and documents and enables you to affix the scanned piece on the relevant transaction file. Although Intuit has discontinued the scan manager since 2022, it is still available for older, currently supported versions.


**Here’s how you can scan your documents using the scan manager tool:**

* Instantly choose the ‘Company’ menu on the QB window and tap ‘Doc Center’ under the ‘Documents’ tab.
* Next, carefully hit ‘Scan a Document’ and use the ‘New’ option to create a fresh profile (or select an existing profile).
* Provide a valid name for the new profile, tap ‘Continue’, and hit the ‘Save’ button on the screen.
* Afterward, select your profile and use the ‘Scanner Setup Window’ to successfully set up the scanner configuration.
* Now, choose the relevant transaction file and use the ‘Attach File’ button to select your scan profile. Then, you can successfully affix the scanned piece.

**Also Read**:- [**QuickBooks Tax Calculation Problems: Updated Technical Guides**](https://ronnylboggel.livejournal.com/1021.html)

**2.QB Desktop Mobile Application**

QB Desktop 2022 and newer versions do not include the scan manager. However, users can use the QB Desktop mobile application to scan and upload documents. Here’s the valid process:
* After opening QB Desktop android app, choose ‘Document’ and upload your bills and hit ‘Continue’.
* Now, choose ‘Snap Document’ and carefully utilize the ‘Camera’ option to take a picture of the bill.
* Choose ‘Use this photo’ and affix a fresh name to the photo file, after which you can tap ‘Upload Photo’.
* Access your Intuit account and send the photo file to the QB Desktop application.
* Select the transaction file and use the ‘Attach File’ option to successfully affix the photo file to the selected document.

Following the steps outlined above, you can quickly scan and upload documents in QuickBooks. Although you can still use scan manager in QuickBooks, it is recommended that you shift to the updated QB editions. For further guidance, dial [**[phone]**](https://asquarecloudhosting.com/contact/) to contact our QB Professionals Team.

**Read more**:- [**Comprehensive Guide For 16XX QB Desktop Installation Errors**](https://hackmd.io/@ronnyray/rywEF9oXC)