How to integrate quickbooks with smart vault

How to integrate quick Books with smart vault

In Smart Vault, a vault is a stable field used to save corporation documents and different files. You need to create a vault to your QuickBooks files earlier than you upload your QuickBooks corporation document to Smart Vault.

When you upload a QuickBooks company document to Smart Vault, you’re caused to specify the vault to feature the QuickBooks company document. You can upload all your QuickBooks company documents to 1 vault, or you may create separate vaults. Most Smart Vault customers select to create a separate vault for every in their QuickBooks company documents.

When you first register to the Smart Vault Portal, a default vault known as My First Vault, and a default folder known as My First Folder displays. If you need to feature your first QuickBooks company document to this default vault, you may rename this default vault through right-clicking at the vault, choosing Rename, after which typing in a new call for the vault.

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How to connect Smart Vault to QuickBooks:

  1. Sign in to Smart Vault desktop software.
  2. There are two ways to adding a QuickBooks company file, depending on whether you are using the QuickBooks Desktop version

Adding an Online QuickBooks Company File:

This allows you to attach and view source documents (such as receipts, bills, and invoices) directly from within QuickBooks Online.

Adding a Desktop QuickBooks Company File:

Before you may start attaching files to QuickBooks entries the use of the Smart Vault toolbar, you should upload your QuickBooks organization documents to Smart Vault.

Also Read: How to terminated employee active again in quick books

Using the Inbox to Attach Documents in QuickBooks

The Smart Vault Inbox is a scanning and documents add device covered within side the Smart Vault computer software.

Get Secured and Branded Portal to Share Files

Share the documents with everybody irrespectively of individual is inner your employer or not, certainly use the stable report portal and ship the files securely. You get additionally get the branding that you may customize as consistent with your need, additionally get an e-mail notification, version records audit reporting. You also can view the report within side the browser without downloading the equal first.

Contact Us:

If you still have any confusion or any query about how to integrate QuickBooks with smart vault. Please don’t need to worry. We provide our QuickBooks expert service to assist you with Qb basic, enhanced and full service. We have experienced technicians who are capable enough to handle all your queries. Please feel free to contact us on our quick book Live Chat support with our experts. They are available 24*7 for you assistance.

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