Integrating SmartVault with QuickBooks allows your company's documents and files to be safely stored and managed. Once your SmartVault account is activated and the desktop program is installed, you can easily integrate our toolbar with your QuickBooks company file.

Before You Begin

Before integrating QuickBooks with SmartVault, set up a vault and folders for your QuickBooks company files:

1. Sign in to your SmartVault account.
2. Create a vault for your QuickBooks documents. For example:
   • QuickBooks Clients Vault
   • Bookkeeping Clients Vault

Most users prefer to create a separate vault for each QuickBooks company file to keep things organized.

Connecting SmartVault to QuickBooks

1. Sign in to SmartVault using the SmartVault Launchpad desktop software.
2. Choose your QuickBooks version:
   • Desktop - Attach documents to QuickBooks entries using the SmartVault toolbar.
     • Right-click on your QuickBooks Desktop icon and select Run as Administrator.
   • Online - Attach and view source documents within QuickBooks Online.
3. Perform all the steps for Adding a Company File to SmartVault.
   

     Important

   If you have more than one QuickBooks company file, repeat this process for each one to associate it with the appropriate client vault. This step ensures smooth operations and accurate record-keeping.

Attaching Documents in QuickBooks

The SmartVault Toolbar integrates seamlessly with QuickBooks, making it easy to attach supporting documents to SmartVault transactions. For detailed guides using this feature, visit:

• Attaching Documents to Desktop QuickBooks Entries
• Attaching Documents to the SmartVault Web Browser Toolbar
• Using the SmartVault Inbox