Then, click “I mport from iPhone or iPad” and the option you want. With the same invoice open, I’m going to click the “ Attach ?” button again, and this time I have a different screen open from here I’m going to click the “➕” button in the bottom left: Now we’re ready to use an iPhone as a scanner with QuickBooks for Mac! Once I do that, QuickBooks for Mac now shows my Attached Documents Library:

I’m going to call mine “Larrys Attachments” and put it in my Documents folder: Though it is totally your choice if you want to keep quickbooks or not, but we highly recommend that you keep it, as it is one of the best accounting software. I can either choose a folder that’s already set up on my Mac or I can create one. When I click the drop down, I’m prompted to choose the Attached Documents Library. (Note: I’ve got dark mode on… as I do all the time with everything lol) In the screenshot below, I’ve got an invoice open, and I’ve clicked the “ Attach ?” button in the top right corner. The first time you use attachments in a QuickBooks for Mac file, you’ll be prompted to create an Attachment Library. Logged into iCloud with the same Apple ID on both devices.Your Mac and iPhone connected to the same WiFi.At least Mac OS Mojave (14.0) and iOS 12 on the respective devices.In order to use an iPhone as a scanner with QuickBooks for Mac, you have to make sure that you have: I’m a huge fan of attaching documents to transactions in any version of QuickBooks, and this new feature for the Mac version is pretty neat. This is one of the cooler features in QuickBooks for Mac 2021 – the ability to use an iPhone as a scanner with QuickBooks for Mac 2021.

Quickbooks app for macbook pro