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.
