Viewing and Downloading Documents Attached to QuickBooks Entries
You can view and download documents attached to QuickBooks entries using the SmartVault Toolbar.
Note: A SmartVault Administrator must add the QuickBooks company file to SmartVault and you must install the SmartVault Desktop software and attach documents to QuickBooks entries before you can view and download the document using the SmartVault Toolbar. For more information, see the following topics:
To view and download documents using the SmartVault Toolbar:
1. Verify that you are signed in to your SmartVault account by completing the following steps:
a. On the Start menu, click Start > Programs > SmartVault > SmartVault Launchpad.
b. If the Sign in to your SmartVault account link displays, you are not signed in to your SmartVault account. Click Sign in to your SmartVault account, type the email address and password for your SmartVault account, and then click Sign In.
Once you sign in, the Sign in to your SmartVault account link no longer displays.
c. If the Sign in to your SmartVault account link does not display, you are already signed in to your SmartVault account.
2. Open the QuickBooks company file that contains the QuickBooks entry with the document you want to view or download.
3. Select the QuickBooks entry with the document you want to view or download.
The SmartVault Toolbar displays on the right side of the QuickBooks window.
4. Click the Folder icon.
5. Under Document Name, select the name of the documents you want to view or download.
6. If you want to view the document, click Open.
7. If you want to download the document, click Save, browse to the location where you want to save the document, and then click Save again.
