The SmartVault PDF Printer lets you automatically convert files to PDFs and upload those PDFs to SmartVault using the Connected Desktop, the QuickBooks Toolbar, or the Inbox (the default option).
Setting the SmartVault Printer as Your Default Printer
Be sure to set your computer to use the SmartVault PDF Printer as the default printer if you want to print from File Explorer or from your desktop.
If you don't set SmartVault PDF Printer as your default printer, your computer will choose the default printer when printing from these locations, and your file will not upload to SmartVault.
Uploading Files to SmartVault
To use the SmartVault PDF Printer to upload files to SmartVault:
1. If you haven't already, set the SmartVault PDF Printer as your default printer.
2. From your desktop, right-click on the file and select Print.
3. Select a location (Connected Desktop, Toolbar, or Inbox) to send the printed PDF. Your file uploads to SmartVault.