With PaperSavePlus and ScanSnap, you can quickly and easily scan documents and attach them to QuickBooks’ entries.

First, create a profile in ScanSnap Manager for PaperSavePlus so that ScanSnap will be set up to scan documents directly to QuickBooks’ records.  Do this by disabling the ScanSnap Quick Menu. To do so, right click on the ScanSnap System tray icon and verify that QuickMenu does not have a checkmark next to it.  If it does, uncheck it by left-clicking “Use Quick Menu”.  Or if you have the new ScanSnap S1500, double click on the ScanSnap icon in your system tray to open the ScanSnap Manager and make sure the box next to “Use Quick Menu” is unchecked underneath the ScanSnap logo in the ScanSnap Manager screen.

Double click the ScanSnap icon in the Systray to launch the ScanSnap Manager.   Make sure that the “Application” tab is selected.  Click on the “Add or Remove” Button. The following dialog appears.

Click on the “Browse” button and go to the PaperSave directory where PaperSave is installed.  For example, the application path could read “C:\Program Files\PaperSave\PaperSavePlus For QuickBooks\”.

Next, select the application called “PaperSave.Windows.Runtime.ScanSnapForQB.exe” and type PaperSave in the Application Name box as shown below. Click “OK”.

The Add Remove application window will appear, click the “Close” button and return to the ScanSnap Manager Window again.  Now press the “Add Profile” button on the ScanSnap Manager window and type “AddToPaperSave” in the profile name. Click OK and save the Profile.

Next in the ScanSnap Manager window, select PaperSave from the application drop down menu.

Click “OK” to close the dialog box and click “YES” to accept the changes.

Now after creating the Profile, select the PaperSave profile called “AddToPaperSave” as the default profile by selecting the profile from the list in the Profile menu.  You can quickly launch the menu by left clicking on the ScanSnap icon in the Systray.

Then follow one of two methods:

Method 1: While you are working in QuickBooks, press the ScanSnap “Scan” button and the PaperSavePlus Add A New Document window will open as shown below.  Once you have added your document details, click the “Add from ScanSnap” button.  Your ScanSnap will quickly scan the documents and save them to PaperSavePlus.

Method 2: After you have finished creating a record in QuickBooks, click “Save & New” or “Save & Close”.  PaperSavePlus will pop up the Add A New Document window like the one shown below.  Add your document details and click “ScanNow”.  PaperSavePlus will then ask you to push the “Scan” button on your ScanSnap.  Push the button and your document will be scanned and saved to PaperSavePlus.

Now, you can instantly access those scanned documents while you are in QuickBooks.  You can also retrieve your scanned documents from outside of QuickBooks with the PaperSavePlus Record Browser.  With two simple ways to access your documents, you’ll never have to search in a filing cabinet again. Taking QuickBooks paperless has never been easier with your ScanSnap and PaperSavePlus.

Click here to learn more about PaperSavePlus.

The PaperSavePlus Team