Overview

Once your company files are added to SmartVault, you can use the SmartVault toolbar to attach documents to roughly 30 different types of entries or transactions in Reckon accounts. 

After attaching documents through the toolbar, you can access or audit the attached documents at any time by opening your Reckon Accounts company file, navigating to the entry or transaction you would like to review, and clicking on the folder icon inside the toolbar.  You can also view the same documents through the SmartVault Portal by going to: {VaultName}\Applications\QuickBooks\Documents\{TransactionType}.

The following video walks you through adding a company file once you've installed the SmartVault desktop software. 

You must be a SmartVault account Administrator or a member of the account's Vault Managers group for the vault where you add the Reckon company file before adding a desktop Reckon company file to SmartVault. 

Find out more about user groups in SmartVault. Find out more about changing a user's group for a vault.

You should create the vault you want to add the Reckon company file to before adding your Reckon company file to SmartVault. Find out more about how to create a vault. 

If you do not want to integrate Reckon with SmartVault and wish to stop Reckon popups asking you to add a company file to SmartVault, find out more.

Before You Begin 

1. Install the SmartVault Desktop software.    
   • Install the SmartVault Desktop Software on all computers in your environment where employees are using SmartVault tools: the Inbox, the Mapped Drive, and/or the toolbar in Reckon Accounts.   
   • If your Reckon company files are located on a server in your network, and your users access the server to launch the Reckon application, install the SmartVault Desktop software on the server. 
2. If you are working in a non-hosted Reckon environment, sign in to SmartVault from the SmartVault Desktop software installed on your local computer.
3. If you are working in a hosted Reckon environment, make sure you have signed in to SmartVault from the SmartVault Desktop software installed in your hosted environment by completing the following steps:     
   • Connect to your hosted desktop.     
   • On your desktop in your hosted environment, double-click the SmartVault icon.   
   • After you double-click the SmartVault icon in the notification area in the lower right corner of your desktop, right-click on the SmartVault icon, and then click Sign In.
     

       Note

     When you double-click the SmartVault icon, the SmartVault Desktop software begins running on your hosted desktop. The SmartVault icon you double-click on your hosted desktop should be similar to the following image:

     
4. Sign in to SmartVault after clicking on the SmartVault icon in the notification area in the lower right corner of your desktop. Enter your SmartVault user ID and Password, and then click Sign In.
   

Adding a Reckon Accounts Company File

1. Browse to the location of the Reckon Accounts company file you want to add to SmartVault.
2. Open the company file you want to add to SmartVault as an Admin in single-user mode by completing one of the following steps:
   • If you are the only user for the company file, by default, you are already in single-user mode, and you are the Admin. Enter the password for your company file, and then click OK. 
     
   • If more than one user uses your Reckon Accounts company file, ensure that no other users are currently using the company file. In the User Name field, enter Admin, and in the Password field, enter the password for the admin user, and click OK.
3. When you open the company file, the Application Certificate dialog box displays, telling you that SmartVault is requesting access to the company file you currently have open and asking you to accept the SmartVault security certificate. You must accept the SmartVault security certificate before you can add the Reckon company file to SmartVault.
4. When the Application Certificate dialog box displays, accept the SmartVault certificate by completing the following steps:
   • Select the fourth option, Yes, always; allow access even if Reckon is not running.
   • If more than one user uses your Reckon company file, select Admin from the drop-down list in the Login as field.
   • Click Continue.
   
5. In the Access Confirmation dialog box, click Done. 
   
6. Wait until the Add Company to SmartVault dialog box displays.
   
7. In the Add to Vault field, select the vault to which you want to add the Reckon company file.
   

     Note

   If you have only one vault in your SmartVault portal, this vault will be selected by default. If you have more than one vault in your SmartVault portal, select the vault you want to add the Reckon company file to from the drop-down list.

8. In the Folder name field, specify the name of the folder you want to add the Reckon company file to.
   

     Note

   By default, the folder name is the name of the Reckon company file. If the folder name includes a period (.) character, an error message will display, and the OK button on the dialog box will be inactive. This is because folder names cannot include a period (.) character. Once you remove the period (.) character from the folder name, the OK button on the dialog box will become active.

9. Click OK.
   
10. The SmartVault Toolbar displays on the right side of your Reckon Accounts window.