• What is SmartVault? How does it work?
• What is my.smartvault.com?
• How do I get started?
• I've activated my account, now what?
• Is my information safe? How does security work?
• What versions of QuickBooks does SmartVault support?
• What are the hardware and software requirements?
• Can I run the SmartVault client under Windows Vista?
• Is the SmartVault client compatible with all QuickBooks versions?
• What kind of QuickBooks entries can I attach documents and notes to?
• How many users can I share with? Are there per-user licensing fees?
• What is the biggest file I can attach? How many files can I attach?
• How do I use a scanner with the SmartVault client?
• How do I search for documents that I have added to my vault?
• What happens to my documents if I stop using the SmartVault service?

What is SmartVault?     Back to top

SmartVault is an easy and secure document management system designed specifically for QuickBooks users. You can store and share your QuickBooks company files as well as scanned paper documents online, available anytime, anywhere via the Internet.

The SmartVault client installs a toolbar in QuickBooks so you can scan and attach documents and notes directly to transactions. When you attach a document to a QuickBooks transaction, it is uploaded directly to your SmartVault account at our secure data center so you always have an off-site backup of your critical financial documents.

Your SmartVault account gives you the ability to share your documents, notes, and company files with your accountant or co-workers via a simple invitation model.

What is my.smartvault.com?     Back to top

https://my.smartvault.com is the portal where you go to sign up and manage your SmartVault account and vaults. You can modify your billing plan, invite users for sharing, view documents and notes, and manage backups from the portal.

How do I get started?     Back to top

Getting started involves a few simple steps:

1. Create your SmartVault account and user ID.
2. Check your email for the account activation and click the link to activate your account.
3. Download the client.
4. Install the SmartVault client to attach and view documents from within QuickBooks.

For a more detailed explanation, see our Getting Started Guides.

I've Activated my account, now what?     Back to top

Once you've activated your account, you're almost there...you'll be taken to the Welcome page. This page will provide a few short guides to teach you how to get started. From installing the SmartVault desktop software and getting your documents into SmartVault to sharing your documents with others. It will also provide a few How to guides that show you how to do some of the more common tasks.

Is my information safe? How does security work?     Back to top

Security is of critical importance to SmartVault. We store your documents in secure, fully redundant SAS/70 certified data center facilities backed by proven procedures to ensure that your information is as secure as possible. Our information and physical security processes and data storage environment are designed to keep your data safe and secure at all times.

Read about SmartVault's Security Commitment to you. Our Privacy Policy details how we protect your personal information.

What versions of QuickBooks does SmartVault support?     Back to top

We support the following versions of QuickBooks:
• QuickBooks Pro and Premiere (2006, 2007, 2008, 2009, and 2010)
• QuickBooks Enterprise (2008, 2009, and 2010)
• QuickBooks Canadian (2008, 2009 and 2010)
• QuickBooks UK (2008 only)

What are the hardware and software requirements?     Back to top

For your computer, you will need a PC running:
• Microsoft Windows XP, Windows Vista* or Windows 7**, Windows 7 32-bit or 64-bit, or Windows 2003 Server
• 50 MB of free disk space
• An Internet connection
• A TWAIN-compatible scanner (desktop or network) or Fujitsu ScanSnap scanner (if you want to scan and attach documents)
• Internet Explorer 7and above or Mozilla Firefox 3.0 and above

      * QuickBooks Pro and Premiere for 2006 are not supported under Windows Vista.

   * * Only QuickBooks 2010 Pro, Premiere and Enterprise are supported on Microsoft Windows 7 operating system by Intuit.

Note: If you can successfully install older versions of QuickBooks on Windows 7, SmartVault can support them (within limits). At this time, Intuit's technical support is limited to QuickBooks 2010 products only.

Can I run the SmartVault client under Windows Vista?     Back to top

Microsoft Vista is supported* with User Account Control (UAC) enabled. See the Getting Started Guides for more information about installing the SmartVault client under Vista.

* QuickBooks Pro and Premiere for 2006 are not supported under Windows Vista at this time.

Is the SmartVault client compatible with all QuickBooks versions?     Back to top

Click here to see the latest versions of QuickBooks we support.

What kind of QuickBooks entries can I attach documents and notes to?     Back to top

Documents can be attached to most types of entries in QuickBooks. The comprehensive list is available here: Supported QuickBooks Entries.

How many users can I share with? Are there per-user licensing fees?     Back to top

The number of users you can share your data with is dependent on the plan (Individual, Team, Professional) you subscribe to; Users can be of different types based on their function ( Users, Client-user, or Guests) If you require more users than what your plan offers, you can purchase additional user licenses as needed. Click here to see the available plans.

Note: If you currently have the SmartVault Businesss Edition, you can continue to share your documents with your accountant or bookkeeper without an additonal user charge. If you currently have the SmartVault Accountant Edition, you can continue to have Firm Members (Bookkeepers) without an additional user charge. For both of these account types only, Inbox users are not counted toward your total user count.

What is the biggest file I can attach? How many files can I attach?     Back to top

The largest file that can be attached is 2 GB. If you need to attach larger files, please contact us at support@smartvault.com.

You can attach as many files as you want; you are only limited by your billing plan's disk space allowance.

How do I use a scanner with the SmartVault client?     Back to top

A paper document can be scanned and attached to a QuickBooks transaction using a scanner through the SmartVault desktop application. To scan and attach a paper source:
1. Open the QuickBooks entry to which you want to attach.
2. Click the paperclip icon on the SmartVault toolbar to open the Attach Documents window.
3. Select your scanner in the drop down menu.
4. Click on the Scan button.

For a more detailed description, please see our Ready,Set,Scan! guide.

Note: The Fujitsu ScanSnap scanner has to be configured with your SmartVault application. Using the ScanSnap scanner, the Scan button on the Attach Documents window remains disabled. You just have to click the Scan button on the scanner in order to attach the document.

Click here to configure the Fujitsu ScanSnap scanner.

How do I search for documents that I have added to my vault?     Back to top

You can search for documents that you have uploaded to SmartVault from the customer portal. The Search field allows you to find a file by any word in its name, or by extension, such as .doc, .jpg, .pdf, etc within the vault. The Search function also allows you to search for text within Notes.

• To search for documents by a keyword, just type in the word that may be in the title of the document and select "Match all words".
• To search for text within Notes, place a check mark in the "Include Notes" category.

What happens to my documents if I stop using the SmartVault service?     Back to top

If you decide to stop using the SmartVault service for any reason, you can always download a copy of your documents and QuickBooks backup files to your local or network drive via the SmartVault Drive. Once donwloaded, you can close your vault and account.