QuickBooks Check Scanner Alternative

Imagine manually uploading a pile of checks into QuickBooks—time-consuming and prone to errors. That’s where the QuickBooks check scanner helps by letting you upload check images and automatically extract the details.

However, the native scanner can cause problems like duplicate uploads or stopping altogether, frustrating the process.

Don’t worry! There’s a CPA-recommended, affordable solution: SaasAnt Transactions, rated 4.9 in the QuickBooks app store for its reliability.

In this blog, we’ll guide you step-by-step on how to easily scan checks into QuickBooks with SaasAnt. Let’s get started!

QuickBooks Check Scanning Prerequisite

Take pictures of the checks and simply convert your check images to PDFs with free online tools. Then, follow the easy instructions to integrate SaasAnt with QuickBooks. 

Scan Checks to QuickBooks: Quick Instructions

Assuming you have converted the check image to PDF, you can start with a 30-day free trial immediately. 

• Integrate SaasAnt Transactions from the QuickBooks app store. 

• Upload the PDF file, and SaasAnt will read your PDF. 

• Map the file fields to QuickBooks fields. 

• Review and Import.

• Rollback (undo) if needed. 

QuickBooks Check Scanner: Step-by-Step Instructions

Step 1: Connect with SaasAnt Transactions

Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. This certified, secure app keeps your data safe and well-managed.

Step 2: File Upload

Go to the SaasAnt Transactions dashboard, select "New Import," and choose “Checks." Browse and upload your PDF file. [This feature allows you to upload Invoices, Sales Receipts, Expenses, Checks, Bills, and Bank Statements]

Step 3: Mapping

The scan receipts from Excel feature will map the fields in your Excel file to the fields of QuickBooks. 

Step 4: Reviewing Your Data Before Final Import

Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt facilitates data review and corrections, helping you identify and resolve errors. Upon confirming the data accuracy, click ‘Upload’ to import your file into QuickBooks Online. 

Step 5: Verifying the Imported Transactions

The uploaded sales receipts will appear with their reference number upon successful import. Click on the reference number to verify whether that transaction has been uploaded into QuickBooks. You can also roll back (undo) the imported data if needed. 

Make It Even Easier with Automation

If you want to simplify the import process even further, consider automating the bulk upload of your financial statements. With SaasAnt Transactions, you can automate this task using Email, FTP/SFTP, or Zapier. This approach can save time and reduce manual effort, making your workflow more efficient. 

Related Reading: Here’s a detailed article on Email, FTP/SFTP, or Zapier automation. 

Start Using SaasAnt to Scan Checks Into QuickBooks Easily

We've discussed all the essentials of how the QuickBooks check scanner works in SaasAnt. This practical application overcomes QuickBooks' challenges with bulk data imports, providing a quick, error-free, and time-saving solution. Plus, you can start immediately with a 30-day free trial, and there's no need to enter credit card information. If you are facing any trouble, you can always email support@saasant.com. 

FAQ

How do I start using SaasAnt for check scanning?

To begin using SaasAnt for check scanning, take pictures of your checks and convert them to PDFs. Then, integrate SaasAnt Transactions from the QuickBooks app store. After that, you can seamlessly upload your PDF files, map the fields, review the data, and import it into QuickBooks.

Can I automate the check scanning process with SaasAnt?

Yes! SaasAnt Transactions offers automation features that further simplify the import process. You can automate bulk uploads of financial statements using Email, FTP/SFTP, or Zapier, saving time and reducing manual effort in your workflow.

What issues can I face with the native QuickBooks check scanner?

Users often encounter problems with the native QuickBooks check scanner, such as duplicate uploads and instances where the scanner may stop working. These issues can lead to frustration and delays in processing checks. SaasAnt Transactions offers a reliable alternative, ensuring a smoother experience when scanning checks into QuickBooks. 

How do I upload check images using SaasAnt Transactions?

To upload check images, convert them to PDF format, then use the “New Import” option in SaasAnt Transactions to select “Checks” and upload your file. The platform reads your PDF and maps it to QuickBooks fields for easy import. Then you can review and upload to QuickBooks.