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A Quick Look: SmartVault for QuickBooks Document Management


Ready to get started? You’re just a few steps away from attaching documents to transactions in QuickBooks.

Watch this short video tutorial…

Or follow these simple steps to get started…  

  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: important for connecting 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 just 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!

  6. Access Documents from a Mobile Device: access your attached documents from a mobile device with our apps for iPad and iPhone.

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