- Business Activities
- Business Activity Manager
- Business Alerts
- Manager Windows
- Picklists (Advanced Picking)
- Purchase Order Manager
- QuickBooks & Acctivate Basics
- QuickBooks Desktop Sync
- QuickBooks Online Sync
- Sales Order Manager
- Sales Tax
- User Interface
How do I?
Setting up Smart Vault Document Storage and Sharing
SmartVault is a Software-as-a-Service offering that is fully integrated within Acctivate. It provides the ability to scan, store and send documents to vendors, customers and partners. The documents are stored "in the cloud" rather than on your PC.
SmartVault is the leading provider for online document storage and sharing for QuickBooks users. Their product is also fully integrated into QuickBooks, Outlook and popular web browsers.
The SmartVault integration is an optional module in Acctivate. Please contact your Acctivate account representative for more information.
For a written guide about setting up Smart Vault, or for more information, check out our docs page.