Sending Invoice or Receipt Data to an Accounting Service

1. Load the invoices or receipts in your scanner.

   Note:

   See the User's Guide supplied with the scanner for details on loading originals.

2. Press the start button on the scanner.

   The originals start scanning and Epson ScanSmart opens.

   Note:

   If you cannot start scanning from the start button on the scanner, see the Troubleshooting link in Related Information at the end of the chapter.

3. Check the scanned images, and organize them if necessary.

   • You can also scan and add originals from Scan.
   • You can choose to keep or discard the back sides of double-sided scanned images from Include back sides.
   • You can use the buttons at the top of the screen to delete, rotate, crop, or merge the scanned images.
   • If you do not want to organize scanned images each time, select Skip this screen next time.
   

4. Click Next.

   

5. Click Manage Invoices/Receipts on the Select Action window.

   

6. Check the result and edit the automatically detected information if necessary.

   If the Edit window is not displayed, double-click the invoice or receipt from the list or click Edit and Review to display.

   If you want to add more scanned invoices or receipts, click Scan & Add.

   
   Note:

   Depending on the condition of your originals, OCR (Optical Character Recognition) may not recognize text correctly. Check the following.

   • The originals are placed straight.

   • The originals have clear text.

7. Click Mark Reviewed.

   Repeat editing and reviewing until all of the invoice or receipt data has been reviewed.

   
   Important:

   This is registered as accounting data. Be sure to check carefully that the numbers are correct.

   Note:

   • After reviewing invoices or receipts, they are marked as reviewed in the list in the column.

   • You can sort and search the data from the column at the top of the list.

8. Select the invoices or receipts you want to export or save from the list, and then click Export and Save.

   
   Note:

   After exporting invoices or receipts to an accounting service, they are marked as sent in the list in the column.

9. Select the accounting service you want to use to export invoices or receipts.

   
   Note:

   • Available accounting services are subject to change without notice.

   • QuickBooks Desktop is not available for Mac OS.

10. Follow the on-screen instructions to proceed for the accounting service you selected.