Getting Started with Reckon Accounts Integration

Overview

You've activated your account and installed the SmartVault desktop software. Now you're ready to integrate our award-winning toolbar in your first desktop Reckon Accounts company file. The Reckon company file will be provisioned as an object at the root of a vault under the Applications\QuickBooks\<Name of Reckon Company>. Under this, you will have a Backups and a Documents folder.

• Backups folder is where the Reckon Accounts Backup data file reside, from where you can Restore it to any machine Reckon Accounts for desktops.
• Documents folder contains the individual folders for the supported transactions in Reckons Accounts to which you can attach and upload your Reckon source documents.

Before you begin

Create a vault for your Reckon Accounts Book before you add your Reckon company file to SmartVault.

In SmartVault, a vault is a secure file cabinet used to store documents attached to your Reckon Company file transactions. It can also be used to store all other documents as a part of your document storage solution.

When you add the Reckon company file to SmartVault, you will be asked to select a vault.

You can add all of your Reckon company files to one vault, or you can create a separate vault for each of them. Most SmartVault users choose to create a separate vault for each of their Reckon company files.

When you first sign in to the SmartVault Portal, it displays a default vault called My First Vault and a default folder called My First Folder. If you want to add your first Reckon company file to this default vault, you can simply rename this default vault by right-clicking on the vault, clicking Rename, and then typing in a new name for the vault. Here are some suggestions for Vault names:

• Reckon Books Clients Vault

• Bookkeeping Clients Vault

• My Company Vault

You can also create additional vaults for storing and sharing documents.