GENERAL USER
Before attaching documents to QuickBooks entries using the SmartVault Toolbar, you must add your company file to SmartVault. Once added, you can effortlessly attach documents to over 30 QuickBooks entries and access them anytime through the SmartVault client portal.
The following video walks you through adding a company file once you've installed the SmartVault desktop software for QuickBooks:
Getting Started
- Ensure you're a SmartVault Administrator or the account's Vault Managers Group member.
- If you don't plan to integrate QuickBooks with SmartVault, you can stop the QuickBooks "Add Company" popups.
- Create the vault to which you want to add your company file before adding it to SmartVault.
Before Installation
- Install the SmartVault Desktop software on all necessary computers (i.e., all computers in your environment where employees use SmartVault tools: Inbox, Mapped Drive, and Toolbar).
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Sign in to the SmartVault portal.
- For non-hosted environments, sign in using your local machine.
- For hosted environments, sign in via the installed SmartVault software in the hosted setup.
- If you are prompted, enter your email and password to sign in.
Adding a Company File From QuickBooks
- Navigate to your company file's location.
- Open the company file in Admin mode (single-user).
- When you are the only user for a company file, you are automatically in single-user mode, and you are the administrator. Enter the password for your company file and then click OK.
- Ensure that no other users are currently using your company file, and then type Admin into the User Name field, enter the Admin user's password in the Password field, and click OK.
- When you are the only user for a company file, you are automatically in single-user mode, and you are the administrator. Enter the password for your company file and then click OK.
- Accept the SmartVault security certificate in the Application Certificate window.
- Select Yes, always; allow access even if QuickBooks is not running.
- If more than one user uses your company file, select Admin from the dropdown menu and click Continue.
- Click Done to confirm access.
- When the Add Company to SmartVault window appears:
- Select the appropriate vault. If you have only one vault in your SmartVault, it will be selected by default.
- Choose or name the folder where the file will be added (remember, folder names cannot include a period).
- Click OK. The SmartVault Toolbar displays on the right side of your QuickBooks window.