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.
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.
Signing in to SmartVault enables all our time-saving, cost-efficient tools. See Signing in to SmartVault.
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
You can share the documents you've attached to Reckon transactions with your clients. See Sharing Attached Reckon Documents with Clients.
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)