From the category archives:

Hosted Environments

Using SmartVault in Hosted QuickBooks Environments

Using SmartVault in hosted environments is easy, but make sure you understand the following key items when you use SmartVault in your hosted environment:

  • Installation of the SmartVault Desktop software, which includes the SmartVault Toolbar and SmartVault Inbox, should be done in both your hosted environment and on your local computer.
  • Some hosting providers do not allow you to map a SmartVault Drive in your hosted environment.
  • The process for scanning and attaching documents to QuickBooks entries and for scanning documents into SmartVault folders is different in hosted versus non-hosted environments.
  • Some hosting providers do not allow you to back up and restore QuickBooks company files using SmartVault.

  View Written Instructions

Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar

Once you install the SmartVault Desktop software and add your QuickBooks company file to SmartVault, you can upload and attach documents to more than 30 different types of QuickBooks entries using the SmartVault Toolbar.

  View Written Instructions

Adding QuickBooks Company Files to SmartVault

Before you can begin attaching documents to QuickBooks entries in a QuickBooks company file using the SmartVault Toolbar, you must add your QuickBooks company files to SmartVault. After you add QuickBooks company files to SmartVault, you can use the SmartVault Toolbar to scan and attach documents directly to more than 30 entries in QuickBooks.

  View Video Tutorial         View Written Instructions