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Attaching Documents SmartVault Desktop
  • How do I attach a document to an entry in QuickBooks?
  • What is the biggest file I can attach? How many files can I attach?
  • Why can't I click the Attach paperclip icon?
  • Who can see my documents? Who can delete my documents?
  • How can I get a copy of all my documents?
  • VIEW ALL ATTACHING DOCUMENTS HELP
  • What is the SmartVault Desktop? Do I need it?
  • Can SmartVault view my sensitive data?
  • What happens if I lose my Internet connection?
  • What version of SmartVault am I running?
  • Is there any impact on my QuickBooks application while I am using SmartVault?
  • What is a SmartVault Drive?
  • VIEW ALL SMARTVAULT DESKTOP HELP
Sharing Files Account Administration
  • Can I share my SmartVault account with others?
  • How do I invite a user to share my account?
  • How can I share documents?
  • How can I share my QuickBooks company files?
  • I received an invitation to share. What does it mean?
  • VIEW ALL SHARING HELP
  • What is an account?
  • What is an Account Administrator?
  • What is a vault?
  • What is a vault manager?
  • How do I know how many users I have enrolled with SmartVault?
  • VIEW ALL ACCOUNTS HELP

Help Topics

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