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Home > Product Features > SmartVault Reckon Integration > How To Guides > Adding a Reckon Accounts Company File to SmartVault

Adding a Reckon Accounts Company File to SmartVault

Overview

Before you can attach a file to a Reckon Accounts company file using the SmartVault Toolbar, you must add your company files to SmartVault.

 

Once your company files are added to SmartVault, you can use the SmartVault Toolbar to attach documents to roughly 30 different types of entries or transactions in Reckon Accounts. After attaching documents through the Toolbar, you can access or audit the attached documents at anytime by opening your Reckon Accounts company file, navigating to the the entry or transaction you would like to review, and click on the folder icon inside the Toolbar.  You can also view the same documents through the SmartVault Portal by going to: {VaultName}\Applications\QuickBooks\Documents\{TransactionType}.

 

NOTE: The video below refers to QuickBooks, however the process is the same for Reckon Accounts. We are in the process of producing a specific video for Reckon Accounts. As soon as it is ready, we'll update this page.

 

 

The following video walks you through adding a company file once you've installed the SmartVault desktop software:

 

 

Before You Begin

  1. Install the SmartVault Desktop software.

        a. Install the SmartVault Desktop Software on all computers in your environment where employees are using SmartVault               tools - the Inbox, the Mapped Drive and/or the Toolbar in Reckon Accounts.

        b. If your Reckon company files are located on a server in your network, and your users access the server to launch the Reckon application, install the SmartVault Desktop software on the server.
     
  2.  If you are working in a non-hosted Reckon environment, sign in to SmartVault from the SmartVault Desktop software installed on your local computer.
     
  3. If you are working in a hosted Reckon environment, make sure you have signed in to SmartVault from the SmartVault Desktop software installed in your hosted environment by completing the following steps:

         a. ​Connect to your hosted desktop.

         b. On your desktop in your hosted environment, double-click the SmartVault icon.

         c. After you double-click the SmartVault icon, in the notification area in the lower right corner of your desktop, right-click the          SmartVault icon, and then click Sign In.

    Note: When you double-click the SmartVault icon, the SmartVault Desktop software begins running on your hosted desktop. The SmartVault icon you double-click on your hosted desktop should be similar to the following image:

    2014_Feb_KeyholeIcon.png    

     

systemtray.png


Sign in to SmartVault after clicking on the SmartVault icon in the notification area in the lower right corner of your desktop, type your SmartVault user ID and password, and then click Sign In.


2014_Mar_SignInDialogBox.png

Note: 
After you sign in to SmartVault, the SmartVault icon in the notification area changes from gray to green.

Steps

  1. Browse to the location of the Reckon Accounts company file you want to add to SmartVault.
     
  2. Open the company file you want to add to SmartVault as an Admin in single-user mode by completing one of the following steps:
    If you are the only user for the company file, by default you are already in single-user mode and you are the Admin. Simply type the password for your company file, and then click OK:



    If your Reckon Accounts company file is used by more than one user, ensure that no other users are currently using the company file, and then in the User Name field, type Admin, and in the Password field, type the password for the Admin user, and then click OK.
     
  3. When you open the company file, an Application Certificate dialog box displays, telling you that SmartVault is requesting access to the company file you currently have open and asking you to accept the SmartVault security certificate. You must accept the SmartVault security certificate before you can add the Reckon company file to SmartVault.
     
  4. When the Application Certificate dialog box displays, accept the SmartVault certificate by completing the following steps:
         a. Select the fourth option, Yes, always; allow access even if Reckon is not running.
      
      b. If your Reckon company file is used by more than one user, in the Login as field, select Admin from
             the drop-down list.

         c. Click Continue.
     
  5. In the Access Confirmation dialog box, click Done.
     
    Step 4 Step 5
  6. Wait until the Add Company to SmartVault dialog box displays.
    Note: It make take several seconds for the Add Company to SmartVault dialog box to display.

    QB_Add QB Company File to SV Vault.jpg
     
  7. In the Add to Vault field, select vault you want to add the Reckon company file to.
    Note: 
    If you have only one vault in your SmartVault portal, this vault will be selected for you by default.
    If you have more than one vault in your SmartVault portal, select the vault you want to add the Reckon company file to from the drop-down list.
  8. In the Folder name field, specify the name of the folder you want to add the Reckon company file to.
    Note: By default, the folder name is the name of the Reckon company file. If the folder name with the includes a period (.) character, an error message will display and the OK button on the dialog box will be inactive. This is because folder names cannot include a period (.) character. For example, if your Reckon company file name is Acme, Inc., the OK button on the dialog box will be inactive until you remove the period (.) character from the folder name. Once you remove the period (.) character from the folder name, the OK button on the dialog box will become active.
     
  9. Click OK.


     
  10. The SmartVault Toolbar should now display on the right side of your Reckon Accounts window:

     

Considerations

You must be a SmartVault account's Administrator or a member of the account's Vault Managers group for the vault where you add the Reckon company file before you can add a desktop Reckon company file to SmartVault. For more information about user groups in SmartVault, see this article. For more information about changing a user's group for a vault, see this article.


You should create the vault you want to add the Reckon company file to before you add your Reckon company file to SmartVault. For more information about how to create a vault, see this article.
 
If you do not want to integrate Reckon with SmartVault and want to stop Reckon popups asking you to add a company file to SmartVault, see this article.
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