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.
Step 1 - Sign in to the SmartVault Desktop software
Signing in to SmartVault enables all our time-saving, cost-efficient tools. See Signing in to SmartVault.
Step 2a - Add a desktop Reckon Company File
Before you can begin attaching documents to Reckon entries using the SmartVault Toolbar, you must add (provision) your Reckon company file to SmartVault. See Adding a Desktop Company File
Step 3 - Sharing the Documents linked to a Reckon Company File
You can share the documents you've attached to Reckon transactions with your clients. See Sharing Attached Reckon Documents with Clients.
Step 4 - Using the Inbox to attach documents in Reckon Accounts
The SmartVault Inbox is a scanning and file upload tool included in the SmartVault Desktop software. See Attach a Document in the SmartVault Inbox to a Reckon Accounts Entry
See Attaching Supporting Documents to Reckon Accounts Transactions (dragging, scanning)