SmartVault integrates directly with Intuit QuickBooks Desktop through a built-in toolbar, making it easy to attach, store, and access supporting documents without leaving QuickBooks.
This integration helps you keep your files organized, accessible, and audit-ready—while securely backing up your QuickBooks company files.
What You Can Do with the Integration
With the SmartVault Toolbar in QuickBooks, you can:
- Scan, upload, or browse and attach documents to supported QuickBooks entries
- Access attachments anytime, from anywhere
- Quickly find related documents directly within QuickBooks
- Back up and share QuickBooks company files to help protect against data loss
How the Integration Works
To get started with the SmartVault and QuickBooks integration:
- Activate your SmartVault Account.
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Install the SmartVault Desktop Software.
A single installation provides access to:- The SmartVault Toolbar for QuickBooks
- The SmartVault Drive
- The SmartVault Inbox
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Connect SmartVault to QuickBooks.
Sign in to SmartVault Desktop using your SmartVault user ID and password. -
Set up your vaults and folders.
Create a vault and folder structure for your QuickBooks company files.
You can create additional vaults if you manage multiple company files.
Before you can attach documents in QuickBooks, you must add your company file to SmartVault.
- Open the QuickBooks company file you want to add.
- When prompted, grant SmartVault access through the QuickBooks Application Certificate.
- Select the SmartVault vault where the company file will be stored.
- Once connected, the SmartVault Toolbar appears on the right side of the QuickBooks window.
Use the SmartVault Toolbar to upload and attach documents to supported QuickBooks entries. You can:
- Upload and attach documents from your computer or a network folder
- Attach documents already stored in SmartVault
- Scan and attach documents using a compatible scanner connected to your computer
All attached files are stored securely in SmartVault and linked to their corresponding QuickBooks entries.
Sharing QuickBooks company files allows users to access documents and use the SmartVault Toolbar.
- Share QuickBooks company files using View Access and Notification Settings.
- Share with existing SmartVault users
- Invite new users who aren't yet part of your SmartVault account
- Shared users can use the SmartVault Toolbar to:
- View and download documents
- Upload new files
- Edit document properties
- Attach documents to specific QuickBooks entries