Before you can use SmartVault in conjunction with a QuickBooks company file, you must sign in to SmartVault. You can sign in to SmartVault from the QuickBooks Toolbar that appears after you integrate your company file with SmartVault. You can use a company file stored on your computer, internal network, or hosted by a provider, as long as you've integrated the SmartVault QuickBooks Toolbar with the company file.
If you're trying to sign in to the online version of the SmartVault Toolbar for QuickBooks Online, Xero, Freshbooks or Tallie, you will need to sign in to the SmartVault Portal.
- Open QuickBooks and open a company file located on your computer or local network.
- If the SmartVault QuickBooks Toolbar has been integrated successfully with the company file, you will see vertical stripe on the right side of QuickBooks.
- Click on Sign in, and enter your SmartVault username and password.
You can reset your SmartVault password if you forget it.
If the SmartVault QuickBooks Toolbar doesn't appear, you can verify your QuickBooks integration with these steps.