Scanning Documents to the SmartVault Toolbar in QuickBooks with ScanSnap

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.


      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:
  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.
Was this article helpful?
0 out of 0 found this helpful