Customer Center
Help Topics
Self-Help Guides
Home > Archive > Reference Guide > The SmartVault Toolbar

The SmartVault Toolbar

Overview

The SmartVault Toolbar is available for several applications. You can see our ever-growing list of application integrations here.

As an example, our toolbar in QuickBooks Desktop displays right from within the QuickBooks user interface, and allows you to attach documents to 30 different types of QuickBooks entries. The SmartVault Toolbar for QuickBooks Online displays right from within the QuickBooks browser interface, and allows you to attach documents to 24 different types of QuickBooks entries.

Feature

For example, once you attach documents to entries in QuickBooks, you can view the attached documents right within QuickBooks. You can also view documents attached to entries in QuickBooks using the SmartVault portal, SmartVault Inbox, and SmartVault Drive, as well as share folders that store documents attached to QuickBooks entries with other users.

 

Click to watch a a video on the SmartVault QuickBooks Toolbar.

When to use this feature?

You must install the SmartVault Desktop software, sign in to SmartVault from the SmartVault Desktop software, and add your QuickBooks company file to SmartVault. before you can use the SmartVault Toolbar. Users with a user or client license associated with their SmartVault user ID can use the SmartVault Toolbar. Users with a guest license associated with their SmartVault user ID cannot use the SmartVault Toolbar..

You must to post a comment.
Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.