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Identifying the Amount of Storage Needed
After you determine how many user, client and guest licenses you need, use the following table to help you determine the amount of storage you need.
Note: For more information about identifying the number of user, client, and guest licenses you need, see “Identifying the Number of User, Client, and Guest Licenses Needed” .
 
AMOUNT OF STORAGE NEEDED
1. Do you plan to attach documents to entries in QuickBooks using the SmartVault Toolbar?
If you plan to attach documents to entries in QuickBooks using the SmartVault Toolbar, assume that each document you plan to attach will be about 150-200KB in size. This allows you to assume that you can attach about 100 documents for each 25MB of storage.
Technically, there are 1024MB in 1GB, but to make things easier, assume that 1,000MB are in a GB. Based on this assumption:
Lite plans have 25MB, so you can attach approximately 100 documents.
Individual plans have 5GB, so you can attach approximately 24,000 documents.
Team plans have 15GB, so you can attach approximately 72,000 documents.
Pro plans have 30GB, so you can attach approximately 144,000 documents.
Amount of space needed for documents attached to QuickBooks entries:
(in GB)
 
2. Do you plan on using SmartVault to back up and restore QuickBooks company files?
If you plan on using SmartVault to back up and restore QuickBooks company files, assume about 70MB of storage for each backup copy of a QuickBooks company file you store in SmartVault.
To make things even easier, if you assume about 100MB for each QuickBooks company file backup stored in SmartVault, and you assume there are roughly 1,000MB in 1GB, assume that 10 backups of a QuickBooks company file will consume about 1GB of storage space.
Estimated number of QuickBooks company files you want to store in SmartVault:
 
 
Amount of storage needed for QuickBooks company file backups:
(in GB)
(assume 1GB storage consumed for every 10 QuickBooks company file backups)
 
 
3. Do you plan on storing documents not attached to QuickBooks entries in SmartVault?
 
If you plan on storing documents not attached to QuickBooks entries in SmartVault, are you going to be adding documents one by one over time, or are you migrating existing data into SmartVault?
If you are adding documents one by one over time, typically the easiest thing to do is select your plan based the number of users, clients, and guests you need. You can later go back and easily purchase additional storage if you find yourself running out of storage space.
If you are migrating documents, how much space do the documents you are planning to migrate currently consume?
Amount in GB:
Amount of storage needed for documents not attached to QuickBooks entries:
(in GB)
TOTAL AMOUNT OF STORAGE NEEDED (in GB):
 
After you have determined the number of user, client, and guest licenses you need, as well as the amount of storage you need, use one of the following tables to help you pick the plan that is right for you:
If you signed up for the SmartVault service ON OR AFTER January 26th, 2012, review the SmartVault 2012 or Later Plan Comparison table to find the plan that is right for you. For more information, see “SmartVault 2012 or Later Plan Comparison” .
If you signed up for the SmartVault service BEFORE January 26th, 2012, review the SmartVault 2011 or Earlier Plan Comparison table to find the plan that is fight for you. For more information, see “SmartVault 2011 or Earlier Plan Comparison” .