A Quick Look: SmartVault for QuickBooks Document Management

Below is an overview of the process of using QuickBooks with SmartVault:

1. Install the SmartVault Desktop Software: A single download gives you access to all our Power Tools, including the SmartVault Toolbar for QuickBooks, the SmartVault Drive, and the SmartVault Inbox.
2. Add QuickBooks Company Files to SmartVault: Connect your SmartVault account to QuickBooks. 
3. Attach Documents to QuickBooks Entries: Scan and attach files directly to any transaction. 
4. Map a Drive: Use SmartVault like any other drive on your PC or Mac. You can even drag and drop files in!
5. Scan to the SmartVault Inbox Using a TWAIN or a Scansnap Scanner: queue documents for later processing or scan straight to your bookkeeper.