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Epson WorkForce ES-580W Users Guide - Page 120

Importing Categories from QuickBooks or Quicken

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You see a screen like this: 3. Select a currency type and OCR language. 4. Click Close. Parent topic: Selecting Invoice/Receipt Manager Settings Related tasks Scanning Receipts and Using Receipt Manager Importing Categories from QuickBooks or Quicken You can import categories from QuickBooks Online, QuickBooks Desktop, or Quicken to use in Invoice/Receipt Manager. 1. Click the Settings button in Invoice/Receipt Manager. 120

Section	Page
Contents	3
Scanner Basics	10
Using the Control Panel	10
Control Panel Buttons and Lights	11
LCD Screen	11
Status Icon Information	12
Navigating the LCD Screen	13
Entering Characters on the LCD Screen	13
Viewing Animations	14
Adjusting the Screen Brightness	16
Adjusting Control Panel Sounds	16
Selecting the Date and Time	17
Changing LCD Screen Language	17
Changing the Keyboard Layout	18
Adjusting the Operation Time Out Setting	18
Preventing PC Connection via USB	18
Setting Direct Power On	19
Customizing the Control Panel Display	19
Registering Presets	19
Customizing the Home Screen	21
Changing Regular Cleaning Alert Settings	24
Changing Roller Replacement Alert Settings	25
Setting User Access Restrictions (Access Control)	25
Setting Up Epson Connect Services	27
Scanner Parts Locations	27
Scanner Parts	28
User Replaceable Epson Scanner Parts	30
Using Power Saving Settings	31
Changing the Sleep Timer Settings	31
Changing the Power Off Timer Settings	31
Using the Epson Smart Panel Mobile App	32
Loading Originals	33
Loading Originals in the Input Tray	33
Loading Multiple Sizes of Originals in the Input Tray	41
Original Document Specifications	44
Loading Plastic and Laminated Cards in the Input Tray	47
Plastic and Laminated Card Specifications	51
Loading Special Originals	52
Special Original Specifications	59
Wi-Fi Networking	61
Network Security Recommendations	61
Connecting to an Existing Wi-Fi Network	62
Selecting Wireless Network Settings from the Control Panel	63
Direct Wi-Fi Mode (AP Mode) Setup	65
Connecting to a Mobile Device	66
Setting Up Wireless Scanning from a Smart Device Using Epson Smart Panel	66
Wi-Fi Protected Setup (WPS)	67
Using WPS to Connect to a Network	68
Using WPS PIN Mode to Connect to a Network	68
Setting Up Network Scanning	69
Determining the Scanner's IP Address	72
Disabling Wi-Fi Features	72
Scanning	73
Starting a Scan	73
Starting a Scan Using the Product Control Panel	73
Scanning to a Network Folder	74
Scanning to an Email	75
Scanning to the Cloud	76
Scanning to an External USB Device	77
Setting Up a WSD Port (Windows 7)	78
Scanning Using WSD - Windows	79
Scanning Using Presets	79
Starting a Scan from a Smart Device	80
Scanning a Document in Epson ScanSmart	80
Saving a Scan	83
Attaching a Scan to Email	84
Sending a Scan to a Cloud Service	85
Printing a Scan	86
Saving a Scan as a Microsoft Office Format File	88
Selecting Epson ScanSmart Settings	89
Changing the Epson Product	89
Changing the Scan Settings	90
Changing the File Name Settings	93
Changing the Save Settings	94
Save Settings	96
Customizing Action Icons	98
Scanning Using Invoice/Receipt Manager	99
Starting a Free Trial	100
Hiding the Receipt Manager Trial Icons	103
Activating Receipt Manager	104
Scanning Receipts and Using Receipt Manager	108
Exporting Invoices or Receipts to QuickBooks Online	111
Exporting Invoices or Receipts to QuickBooks Desktop	112
Saving or Exporting Receipts to Quicken	113
Saving Receipt Data as a TurboTax File	114
Saving Invoice or Receipt Data as a CSV File	115
Scanning Invoices or Receipts as an Image File	115
Selecting Invoice/Receipt Manager Settings	116
Exporting or Importing the Invoice/Receipt Database	116
Changing Column Settings	117
Changing Currency and Language Settings	118
Importing Categories from QuickBooks or Quicken	120
Scan Resolution Guidelines	122
Cleaning and Transporting Your Scanner	124
Cleaning Your Scanner	124
Cleaning Inside Your Scanner	124
Checking the Scanner Roller Counter	134
Replacing the Scanner Rollers	136
Resetting the Scanner Roller Counter	142
Transporting Your Scanner	142
Solving Problems	145
Product Status Messages	145
Solving Scanning Problems	147
Scanner Does Not Turn On or Turns Off Unexpectedly	147
Scanner Button Does Not Work as Expected	147
Scanning Software Does Not Operate Correctly	148
Original Feeds Incorrectly in Scanner	149
Original Jams in Scanner	150
Paper Protection Does Not Work Correctly	152
Scanning is Slow	153
Cannot Send Scans to a Cloud Service	153
Cannot Send Scans to an Email	154
Solving Network Scanning Problems	154
Cannot Scan Over a Network	154
Scanner Cannot Connect to a Wireless Router	155
Solving Scanned Image Quality Problems	156
Back of Original Image Appears in Scanned Image	157
Scanned Characters are Blurry	157
Characters are not Recognized During Conversion to Editable Text (OCR)	158
Ripple Patterns Appear in an Image	158
Spots or Lines Appear in All Scanned Images	159
Scanned Image is Cropped	159
Resetting the Epson Scan 2 Settings	160
Solving Invoice/Receipt Manager Problems	160
Cannot Access an Accounting Service	160
Cannot Import Invoice/Receipt Database	161
License Key is Disabled	161
Uninstall Your Scanner Software	161
Uninstalling Scanner Software - Windows	161
Uninstalling Scanner Software - Mac	162
Where to Get Help (U.S. and Canada)	163
Where to Get Help (Latin America)	164
Technical Specifications	166
Windows System Requirements	166
Mac System Requirements	166
General Specifications	167
Dimension Specifications	168
Electrical Specifications	168
Environmental Specifications	169
Network Interface Specifications	170
Safety and Approvals Specifications	171
Notices	174
Important Safety Instructions	174
Restrictions on Copying	177
Default Delay Times for Power Management for Epson Products	177
Binding Arbitration and Class Waiver	178
Trademarks	181
Copyright Notice	181
libTIFF Software Acknowledgment	182
A Note Concerning Responsible Use of Copyrighted Materials	182