Working with QuickBooks

Whether your work in a hosted or non-hosted QuickBooks environment, with SmartVault, you can go paperless by attaching documents directly to more than 30 QuickBooks entries.

To get started using SmartVault with QuickBooks, complete the following steps:


	Task	For more information...
	1. Verify that SmartVault supports the version of QuickBooks you want to use with SmartVault.	“Supported QuickBooks Versions”
	2. If you plan to use SmartVault in a hosted environment, review key points that are important for you to understand about using SmartVault in hosted environment.	“Using SmartVault in Hosted QuickBooks Environments”
	3. Create one or more vaults for the QuickBooks company files you want to use with SmartVault. You can create a vault for each QuickBooks company file you want to use with SmartVault, or you can add several QuickBooks company files to the same vault.	“Creating Vaults for QuickBooks Company Files”
	4. Add the QuickBooks company files you want to use with SmartVault to SmartVault.	“Adding QuickBooks Company Files to SmartVault”
	5. Start attaching documents directly to entries in your QuickBooks company files using the SmartVault Toolbar.	“Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar”
	6. Share your QuickBooks company file and attached documents with other users as appropriate.	“Sharing QuickBooks Company Files”

For more information about using SmartVault with QuickBooks, see the following topics:

• “Backing Up and Restoring QuickBooks Company Files”

• “Moving QuickBooks Company Files”

• “Removing QuickBooks Company Files from SmartVault”