Installing the SmartVault Toolbar for Web-Based Applications (QuickBooks Online, Xero, FreshBooks)

GENERAL USER

The SmartVault toolbar enhances your workflow by attaching and managing documents directly from your browser. It supports web-based applications like QuickBooks Online, Xero, and FreshBooks and is compatible with Google Chrome and Firefox.

  Note

Installing the SmartVault Toolbar

To install the SmartVault Toolbar:

  1. Sign in to the SmartVault Portal.
  2. Select Your Integration:
    • Under SmartVault Apps for, select the web application you want to integrate with SmartVault.
  3. Choose Your Browser:
    • If you are using Xero, select either Google Chrome or Firefox (the toolbar is not compatible with Internet Explorer).
  4. Install the Browser Extension:
    • Follow the on-screen instructions to install the extension for your selected browser.

Integrating the Application with Your SmartVault Account

  1. Log In to Your Application:
    • For example, log in to your Quickbooks Online account if you selected Quickbooks Online.
  2. Sign In to SmartVault:
    • Click on the SmartVault toolbar and sign in using your SmartVault credentials.
  3. Grant Access:
    • A window will appear asking if you want to allow the application to access your SmartVault account. Click Allow and refresh the page.
  4. Finalize Integration:
    • On the SmartVault toolbar, click the folder icon with the plus sign to finalize the integration.
    • Select a vault to store documents in, then click Next to complete the setup.

You can now use the SmartVault toolbar to attach documents to transactions in your selected application.

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