SmartVault is an all-in-one solution for storing documents online and sharing files securely. Customized for accounting and business professionals, SmartVault is designed to standardize and digitize workflows to fulfill the stringent security and compliance requirements of managing financial data. Over a million users, many of whom also use QuickBooks, use it to store their most sensitive data. Such users can take advantage of the ease and convenience of sharing files in the cloud without compromising security by using SmartVault with QuickBooks Desktop. In this article, let us explore how to integrate SmartVault with QuickBooks Desktop.<\/p>\n
SmartVault is available in Intuit QuickBooks Desktop as a toolbar. The following tasks can be performed once SmartVault is integrated with QuickBooks.<\/p>\n
Follow the steps below to integrate SmartVault with QuickBooks Desktop.<\/p>\n
After integrating QuickBooks with SmartVault, access to company files can be given with the QuickBooks Application Certificate, and the appropriate vault has to be selected for each QuickBooks company file. Then documents can be attached to QuickBooks entries and stored in a SmartVault folder. Users can then access QuickBooks entries and documents stored in the SmartVault Portal from the SmartVault Toolbar.<\/p>\n