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Home > Product Features > SmartVault Reckon Integration > How To Guides > Attaching Supporting Documents to Reckon Accounts Transactions

Attaching Supporting Documents to Reckon Accounts Transactions

Overview

If you are working in a non-hosted Reckon Accounts environment, you can use the SmartVault Toolbar to upload and attach documents to Reckon Accounts entries using the following methods:
 
  • Upload and attach a document stored on a folder on your local computer or on a network folder to a Reckon Accounts
  • Attach a document already stored in a folder in your SmartVault account to a Reckon Accounts entry.
  • Quickly scan and attach a document to a Reckon Accounts entry using a Fujitsu ScanSnap, Canon imageFORMULA, or a TWAIN-compliant scanner (most scanners are TWAIN-compliant) connected to your local computer.
  • For MS Outlook 2010 or higher users, drag and drop email messages, attachments to email messages or both directly to the SmartVault Toolbar.

 

Supported Reckon Accounts Desktop Transactions

Step 1

Drag documents from your desktop or use the Paperclip icon.

  1. Install the SmartVault Desktop Software on your local computer. The SmartVault Toolbar used to attach documents to Reckon Accounts entries is included in the SmartVault Desktop software. See “Installing the SmartVault Desktop Software” .
  2. Make sure that the Reckon Accounts company file you are working with has been added to SmartVault. For more information, see “Adding Reckon Accounts Company Files to SmartVault” .
  3. Verify that you are signed in to your SmartVault account from the SmartVault Desktop software on your local computer. See Signing in to SmartVault.
  4. Open the Reckon Accounts company.
  5. Open an existing entry or create a new one.
  6. You can either click the Attach paperclip icon or drag a document stored on your computer directly to the SmartVault Toolbar.
  7. When the Upload Complete indicator

    RA_Toolbar_w_Open_Entry.PNG

Step 2

Drag emails from MS Outlook directly onto the SmartVault Toolbar.
  1. Open your MS Outlook mailbox.
  2. Click on the email or the attachment on an email.
  3. Drag the item directly onto the SmartVault Toolbar when you're on a supported Reckon Accounts Desktop transaction.
  4. Ensure you have an Upload Complete pop-up once the document is uploaded.
 
If you want to attach a document stored in a folder in the SmartVault Portal, complete the following steps:
  1. Click the paperclip icon on the SmartVault toolbar.
  2. Click the orange Inbox button in the Attach dialog.
  3. Select the document from the Inbox, or click the All Folders tab to browse to a folder where you have the document stored.
  4. In the Description field, specify a description for the document.
  5. Select the document and click the Move button.
SmartVault moves the document from its current folder to the appropriate Reckon Accounts document folder under the VaultName\Applications\QuickBooks\Documents folder structure as found in the Portal.
 
If you want to scan and attach a document using a TWAIN-compliant scanner, complete the following steps.
  1. Verify that a TWAIN-compliant scanner is connected to your local computer and turned on. For more information about TWAIN-compliant scanners, see Supported Scanners.
  2. If you want to create full-text searchable PDFs when scanning, ensure you enable Optical Character Recognition (OCR) capabilities for your scanner. For more information: “Understanding and Creating Full-Text Searchable Documents” .
  3. Under Scanner, select your TWAIN-compliant scanner from the drop-down list.
  4. Place your document into your scanner.
  5. Click Scan.
  6. SmartVault scans the document and uploads it to the folder associated with the transaction type.
  7. In the Name field, specify a name for the document.
  8. In the Description field, specify a description for the document.
  9. Click Accept.
 
If you want to scan and attach a document using a Fujitsu ScanSnap scanner, complete the following steps:
  1. In the system tray, left click the ScanSnap icon and verify that there is a check mark in front of the SmartVault Toolbar profile. (if another profile is selected, click the SmartVault Tooblar profile)
  2. With Reckon Accounts open to a supported transaction, place the document on the scanner and press the Scan button on the scanner.
  3. In the Upload dialog, you can opt to use the SmartVault auto-naming feature or use your own naming convention. (See Best Practices for Naming)
  4. Click Accept.

Considerations

  • Verify that your Fujitsu ScanSnap scanner is supported, turned on, and that you have configured a SmartVault Toolbar ScanSnap profile for your ScanSnap scanner. If you want to create full-text searchable PDFs when scanning, ensure you enable Optical Character Recognition (OCR) capabilities after creating your SmartVault Toolbar ScanSnap profile. For more information, see “Creating SmartVault ScanSnap Profiles for Fujitsu ScanSnap Scanners” .
     
  • If you are using a ScanSnap scanner, all you need to do is insert your document into your Fujitsu ScanSnap scanner and then press the Scan button on your scanner.
     
  • For a list of supported scanners, see Supported Scanners.
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