How to Create a Scan Profile in QuickBooks Scan Manager

Being the ultimate tool for accounting solutions, QuickBooks has emerged as one of the top automated software in the current market scenario. Owing to the best-in-class features, most of the middle to small-sized businesses are going with QB applications. Still, however, the users are unknown to the aspect of the full potential of its features. One such feature is QuickBooks Scan Manager and we will talk on how to create a scan profile on it.

Facing errors on the scan manager in QuickBooks is quite common. To get immediate riddance from the problem, it is advisable to call on (855-526) -5749 to get expert support over the issue. 

What is the use of the QuickBooks Scan Manager?

The scan manager in QuickBooks is a really useful tool as it allows the user to attach files with transactions like sales receipts, bills, invoices, etc. It also generates balance sheet updates, packing slips, invoices, and other documents automatically.

How can I create the scan profile to set up QuickBooks Scan Manager?

Follow the below-mentioned steps to create the scan profile to set up the scan manager in QuickBooks.

1. Open QuickBooks application and click on Docs from the icon bar.
2. After the Doc Center will open, click on the option Scan a Document.
3. Click on New to create the new profile, edit its name as per your convenience and click on Continue.
4. Properly manage the Profile Set or choose the default settings and click on Save.
5. Below are some of the points to remember about your scan profile. Take a look.
   
   a. You can't edit the default destination folder.
   b. The documents that you scan will always be saved in the Company File folder.
   c. If you want to change the scan destination path, you would have to change the Company File location.

How to troubleshoot QuickBooks Scan Manager if an error occurs?

There are numerous ways to fix scan manager not working error but most of the time, the real remedy comes from the assistance of a QB expert on the issue. So we would suggest you to contact one immediately when you face an error.

At this point, we would like to end our blog post on creating a scan profile in QuickBooks Scan Manager . We hope that the content will suffice your knowledge on the said topic and help you to execute the task successfully. However, if you require external support for the mentioned steps, call on the toll-free number (855-526)-5749 and get the best expert assistance anytime.