How to Integrate SMARTVAULT with QuickBooks?
SmartVault is an all-in-one tool for safely sharing files and online document storage.
Learn how to integrate SMARTVAULT application into QuickBooks company file by following the below steps:
- To integrate QuickBooks with SmartVault, open the company file. Switch to Single-user Mode when logged in as the Admin user.
- The company file Admin user should be automatically prompted to accept the new certificate upon login.
- Select the appropriate choice. Yes, always; permit access even if QuickBooks is not already running. Then, click Continue.
Benefits: Here’re the 3 benefits of integrating SMARTVAULT application into QuickBooks company file:
- Enhanced Data Security: SMARTVAULT provides comprehensive security mechanisms to secure your important business information. By connecting it with QuickBooks, you can ensure that your financial documents, including tax records and customer information, are maintained in a highly secure environment with strong encryption and access restrictions.
- Streamlined Document Retrieval: With SMARTVAULT, discovering and accessing documents becomes straightforward. You can rapidly search for and retrieve specific files linked with transactions straight from inside QuickBooks, reducing the need for laborious searching through physical files or different storage systems.
- Efficient Document Storage: SMARTVAULT is a single digital repository for storing and managing your corporate papers securely. By connecting it with QuickBooks, you can simply link and correlate important documents, such as receipts, invoices, and financial statements, with specific transactions or accounts inside QuickBooks.
