After you activate your SmartVault account and install the SmartVault desktop software, you can integrate our toolbar in your desktop or online QuickBooks company file.
To begin this process, you must set up the vault and folders for your QuickBooks company files.
Before You Begin the Integration Process
You must create a vault for your QuickBooks document management before you add your QuickBooks company file to SmartVault.
In SmartVault, a vault is a secure container that is used to store QuickBooks company files as well as other documents.
When you add a QuickBooks company file to SmartVault, you are prompted to specify the vault in which to add the QuickBooks company file. You can add all of your QuickBooks company files to one vault, or you can create a separate vault for each of them. However, most SmartVault users choose to create a separate vault for each of their QuickBooks company files.
When you first sign in to the SmartVault Portal, a default vault called My First Vault and a default folder called My First Folder displays. If you want to add your first QuickBooks company file to this default vault, you can simply rename this default vault by right-clicking on the vault, clicking Rename, and then typing in a new name for the vault.
Below are some suggestions for Vault names:
- QuickBooks Clients Vault
- Bookkeeping Clients Vault
You can also create additional vaults for storing your QuickBooks company files.
Connecting SmartVault to QuickBooks
1. Sign in to SmartVault desktop software.
2. There are two ways to adding a QuickBooks company file, depending on whether you are using QuickBooks Desktop version or QuickBooks Online.
Adding a Desktop QuickBooks Company File
Before you can begin attaching documents to QuickBooks entries using the SmartVault toolbar, you must add your QuickBooks company files to SmartVault.
Add a QuickBooks Online Company File
This allows you to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online.
Sharing Documents Linked to a QuickBooks Company File
It's easy to share documents you attach to transactions in desktop QuickBooks or QuickBooks Online with your clients.
Using the Inbox to attach Documents in QuickBooks
The SmartVault Inbox is a scanning and file upload tool included in the SmartVault desktop software.
For more information, see Using the SmartVault Inbox.
For more information about dragging and scanning documents, see Attaching Documents to Desktop QuickBooks Entries.
For more information about dragging documents using the Inbox folder, see Attaching Documents to the SmartVault Web Browser Toolbar.