NEW for QB 2012 - Document Scanning
Will QB 2012 Document Scanning work with Fujitsu Scan Snap S1500? Just not supported by QB?
And
70
19746
dKhgew6H8r4kKlacwZ5xHE
09/28/11 3:20pm PDT
Viewed by asker 10/03/11 7:18am PDT
Viewed by asker 10/03/11 7:18am PDT
9 Replies
09/29/11 6:37am PDT
The solution
ABSOLUTELY! I have had one for over a year. I created a profile for the scanner and named it "quickbooks" so it would always put the scans in a folder on my desktop that I clean out regularly. I scan my docs, it saves them in the folder. When I enter the transaction, whatever it may be, I go to that folder and attach it. The s1500 simply creates a .pdf. You can attach anything in quickbooks. That scanner totally ROCKS! Good luck.
09/30/11 6:48am PDT
Hi Kathy - I can't seem to change the destination/location when creating a new profile. I have the Fujitsu S300. How did you get around this or was your destination editable?
CCRussell
Questions asked: 88
Questions answered: 16592
Points earned: 33213
Questions answered: 16592
Points earned: 33213
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Allstar
Advisory council of community power users.
ProAdvisor
Members of the QuickBooks ProAdvisor Program
IDN
Developers who develop applications or custom solutions to work with QuickBooks products.
Intuit Moderator
Mod/Co-mod
09/30/11 3:21pm PDT
Unfortunately, you can't initiate the scan from inside of QuickBooks like you can with a TWAIN supported scanner. You have to save the document to a folder as Kathy Whitman states, and then attach it to QB (but in 2012 we have a nice drag/drop feature that works well). I wish they also had internal scanning ability for Fujitsu ScanSnap scanners.
QB 2012 introduces FREE doc storage - only local. No online storage any more. See my article on the Doc Center and document changes for 2012 in this article: http://www.sleeter.com/blog/2011/09/quickbooks-2012-document-management/
Charlie Russell
CCRSoftware
http://www.ccrsoftware.com
http://www.sleeter.com/blog/
http://wildflowers.russellramblings.com/
CCRSoftware
http://www.ccrsoftware.com
http://www.sleeter.com/blog/
http://wildflowers.russellramblings.com/
10/02/11 5:43pm PDT
GREAT NEWS! Thank you so much! I'm really glad QuickBooks listened to it's customers and offered free local storage. I'm going to buy the update now!
10/26/11 9:23am PDT
Kathy - you said that you "clear out" your Quickbooks scan folder. When you attach the scanned document to an item in Quickbooks, WHERE DOES IT GET SAVED?
I have already attached a document, then deleted it from my temp folder, and am still able to pull it up in Quickbooks, so I know it exists, but just not sure where it gets saved.
I want to be confident I am backing these files up, and want to know what to do if I buy a new computer, future upgrades, etc....
10/26/11 11:10am PDT
In QB 2012 the documents you attach in the "Doc Center" are copied to a folder titled "Attach", in a sub folder that represents the company file name, in another sub folder that represents the type of thing you attach to (such as "Txn"), which is found relative to the folder where the QBW file is located. So if you attach it, you can delete the original file if you wish.
Note that this folder is not backed up in the QuickBooks backup, you have to do that yourself.
02/01/13 7:19am PST
This is not true, our company file is stored on a networked server. But the scanned documents is set to save in the User/username/My Documents/.... folder on this computer. This is then pointless if we need to access that scan from a different computer accessing the company file.
So how do I tell Quickbooks to actually save the file in the network location?
02/01/13 10:29am PST
Latest post
YWAMOrlando, what QuickBooks product are you using? Are you using the 2013 product for Windows (US version), or something older? The current product, as found in QB 2013 for Windows in the US, stores the data in the Attach folder located by the company file. Perhaps you are using a different product or an older year of QuickBooks.
Intuit's document management feature in QuickBooks has evolved over the last several years, and each iteration works differently.
