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.
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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.
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If you have a Fujitsu ScanSnap scanner, you can use the SmartVault ScanSnap Profile Maker to quickly create SmartVault ScanSnap profiles on your local computer. Once you have created your SmartVault ScanSnap profiles on your local computer, you can use your Fujitsu ScanSnap scanner and the SmartVault Inbox to quickly scan documents into folders in the SmartVault portal. In addition, if you use QuickBooks, you can use your Fujitsu ScanSnap scanner and the SmartVault Toolbar to quickly scan and attach documents to more than 30 QuickBooks entries.
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Occasionally a QuickBooks company file that has previously been integrated with SmartVault may need to be re-integrated with SmartVault. Read the rest of this article…
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Learn how you can quickly and easily install the SmartVault Desktop software, which includes the following components:
- SmartVault Toolbar – attach documents directly to QuickBooks entries
- SmartVault Inbox – quickly scan and upload documents into folders in the SmartVault portal
Note: You must install the SmartVault Desktop software, which includes the SmartVault Toolbar, before you can attach documents to QuickBooks entries.
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Learn how you can use the Manage Group Members option to quickly and easily share a QuickBooks company file stored in SmartVault with users inside your company, such as your employees, as well as with users outside your company, such as with your clients.
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View this example to learn more about what your users see when you use the Manage Group Members option to quickly and easily share a QuickBooks company file stored in SmartVault with other users.
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Learn how you can use the Share & Manage Access option to quickly and easily share a QuickBooks company file stored in SmartVault with users inside your company, such as your employees, as well as with users outside your company, such as with your clients.
View Video Tutorial View Written Instructions
