How to Integrate QuickBooks with Smart vault?
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?
Smart Vault 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 Smart Vault 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 Smart Vault 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 Smart Vault Toolbar. You can easily access
the file stored in Smart Vault from your mobile or browser.
Ease of Accessing files
from anywhere:
With Smart Vault, 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. Smart Vault 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 Smart Vault
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 Smart Vault in QuickBooks?
There are several third party application is there for
integrating Smart Vault 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
Final words:
That’s all about How
to integrate QuickBooks with Smart Vault! Unexpectedly, 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 24x7.
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Integration with Magento
Integration
with Quickbooks API
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