Processing and storing invoices, bills, receipts, and other business documents can be a daunting task that leads to a mountain of paperwork. SmartVault integrates QuickBooks® to make the paperless office a reality by delivering a seamless solution with ScanSnap. With the click of a button, you can scan and store items in your secure, offsite storage and automatically attach those items to the appropriate QuickBooks transactions. Users can also customize their file and folder structure for documents outside of QuickBooks. ScanSnap scanners create a PDF from both sides of a page in a single pass. You can also have one or more team members scan items into an electronic inbox for future processing. Read on to learn how you can use SmartVault and ScanSnap.
1. Sign-up for a SmartVault account (the Lite plan is FREE).
2. Install the SmartVault desktop client, which provides the integrated QuickBooks toolbar.
3. Quickly create and select the SmartVault profile in the ScanSnap manager.
4. Open a QuickBooks transaction and scan the items you want to attach to that transaction.
To see SmartVault and ScanSnap in action, check out the video demo here. For more about configuring your ScanSnap for Integration with SmartVault click here.