Integrating SmartVault with QuickBooks

Overview

After you activate your SmartVault account and install the SmartVault desktop software, you can integrate our toolbar in your QuickBooks company file. 

To begin this process, you must set up the vault and folders for your QuickBooks company files.

Before You Begin the Integration Process

In SmartVault, a vault is a secure container used to store company files and other documents. You must create a vault for your QuickBooks documents before you add your QuickBooks company file to SmartVault. 

When you add a QuickBooks company file to SmartVault, you are prompted to specify the vault to add the QuickBooks company file. You can add all of your QuickBooks company files to one vault, or you can create separate vaults. Most SmartVault users choose to create a separate vault for each of their QuickBooks company files.

When you first sign in to the SmartVault Portal, a default vault called My First Vault, and a default folder called My First Folder displays. If you want to add your first QuickBooks company file to this default vault, you can rename this default vault by right-clicking on the vault, selecting Rename, and then typing in a new name for the vault. 

Below are some suggestions for vault names:

  • QuickBooks Clients Vault
  • Bookkeeping Clients Vault

You can then create additional vaults for storing your QuickBooks company files, if necessary.

Connecting SmartVault to QuickBooks

  1. Sign in to SmartVault desktop software. 
  2. There are two ways to adding a QuickBooks company file, depending on whether you are using the QuickBooks Desktop version or QuickBooks Online.

Adding a Desktop QuickBooks Company File

Before you can begin attaching documents to QuickBooks entries using the SmartVault toolbar, you must add your QuickBooks company files to SmartVault.

Adding an Online QuickBooks Company File

This allows you to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online. 

Using the Inbox to Attach Documents in QuickBooks

The SmartVault Inbox is a scanning and file upload tool included in the SmartVault desktop software.

For more information, see Using the SmartVault Inbox.

Dragging Documents from QuickBooks

For more information about dragging and scanning documents, see Attaching Documents to Desktop QuickBooks Entries

For more information about dragging documents using the Inbox folder, see Attaching Documents to the SmartVault Web Browser Toolbar

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