QuickBooks gains the trust of people with its high standardized and optimized features. Among those options, the availability to integrate with different platforms is incredible. You can quickly connect QuickBooks with other tools like Smart Vault. Imagine a system that is already enriched with the best enhancements, and you are permitted to use different software functions. It is indeed an excellent opportunity to increase business productivity. In the below article let’s explore the proper steps of how to integrate QuickBooks with Smart Vault and the benefits you can grab with Smart Vault.
What do you mean by Smart Vault?
SmartVault is cloud-based software which lets you intelligently manage documents. There is a cloud drive permits you to ease of storing and accessing files anytime online.
What benefits can one get with QuickBooks SmartVault integration?
QuickBooks allows you to integrate Smart Vault, known as a secure client portal for document sharing. Here is the list of highlighting advantages associated with this seamless integration:
Built-in electronic inbox to increase workflow:
There is an inbuilt electronic inbox available to enhance efficiency. It provides you a secure and user-friendly inbox for document queuing for future purposes. Just a need to drag and drop or upload files to send files!
Availability of secure portal for file sharing:
File security is on priority! When employees work outside the organization, there is a need for a trustworthy & secure document portal. Fortunately, the SmartVault is a verified brand that provides you instant audit reporting, version history, email notifications, and full-text search. No worry and tension of downloading a file to read; you can instantly view the required file.
Ease of Adding source files directly to entries:
It allows attaching source files directly to entries in QuickBooks online. It helps you to go paperless and reduce manual work. Simply scan, browser the required files, including invoices, customer records, bills, and venders and drag and drop it into SmartVaultToolbar. You can easily access the file stored in SmartVault from your mobile or browser.
Ease of Accessing files from anywhere:
With SmartVault, you can access the required file more securely. Moreover, you can quickly perform files and document sharing with users inside and outside of the organization.
Efficient file management with outlook:
File-sharing and uploading are the most useful tasks nowadays. SmartVault plug-in allows you to manage files and perform a secure sharing, including Upload attachments and sending the safe links to the required folders.
Ease of using SmartVault inside the application you are accessing:
You can easily add a file with a CRM application and directly access the same file from QuickBooks through mobile or browser. It is the central document storage availability that lets you do this file access.
How to integrate SmartVault in QuickBooks?
There are several third party application is there for integrating SmartVault in QuickBooks. However, a smart vault requires access to the QuickBooks file through an admin. The latest release of smart vault comprises of security certification. When you accept this security certification, you can maintain information more securely. Here are the steps you need to follow:
- Firstly locate the company file that you require to integrate with the smart vault.
- Login in an administrator mode
- After login as an admin, you will get a prompt of accepting the new certificate
- Click on the option which says yes always access even if QuickBooks is not running
- Hit on continue to proceed with the integration process
- Integration is finish
That’s all about How to integrate QuickBooks with Smart Vault! Expectedly, the above information becomes a helping hand while connecting QuickBooks with a secure document sharing portal named Smart Vault. Stay in touch with this source to get relevant content related to accounting solutions to increase the opportunity to gain useful knowledge. In case you are still unable to integrate, then you must call our QuickBooks support team at +1-844-313-4856 or you can do QuickBooks live chat support with our QB online support team 24×7.