Create a vault for your QuickBooks company files before you add your QuickBooks company file to SmartVault.

In SmartVault, a vault is a secure container, like a locked file cabinet, that is used to store QuickBooks company files as well as other documents you want to store in SmartVault. When you add a QuickBooks company file to SmartVault, you will be asked to specify which vault you want to add the QuickBooks company file to.

You can add all of your QuickBooks company files to one vault, or you can create a separate vault for each of your QuickBooks company files. 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 display. 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.

You can also create additional vaults for storing your QuickBooks company files. For more information, see “Creating Vaults in the SmartVault Portal” .

After you either rename the default My First Vault that SmartVault provides or you create a one or more new vaults for your QuickBooks company files, you are ready to add your QuickBooks company file to SmartVault. For more information, see “Adding QuickBooks Company Files to SmartVault” .