Using the SmartVault QuickBooks Toolbar and a ScanSnap scanner, you can scan documents and attach them to a transaction or entry in QuickBooks.

Setting Up Your ScanSnap Scanner Profiles for SmartVault

1. Create your ScanSnap scanner profiles for SmartVault:
   • Right-click on your ScanSnap icon in the system tray and select Scan Button Settings.
     

       Note

     If your scanner is unplugged, a red no symbol will appear on the icon. Your scanner must be connected to the SmartVault QuickBooks Toolbar.

   • Under Profile, select SmartVault Toolbar, click Apply, and then OK.
     

Scanning and Attaching Documents in QuickBooks

1. Open your QuickBooks company:
   • Ensure it has an associated company file stored in SmartVault.
     Note: If this is the first time you have done so, refer to this article to add a QuickBooks company file to SmartVault.
2. Open the QuickBooks entry to scan:
   • Click the paperclip icon to open the Attach Document window.
   • Feed the document into your scanner and press the Scan button on your ScanSnap scanner.
     
3. Select Scan Destination:
   • Depending on which SmartVault tools you currently have open, a window asks for your scan destination. Click Toolbar.
     
4. Review and Accept the Scan:
   • The Attach Documents window now contains a preview of your scan, a file name, and a description of the scanned document.
     
   • Click Accept if the information is correct. Otherwise, correct the name and description information and then click Accept.
   • SmartVault uploads and attaches the scanned document.