Processing and storing invoices, bills, receipts, and other business documents can be a daunting task that leads to a mountain of paperwork. As the first SaaS-based document management solution provider to integrate with QuickBooks®, SmartVault makes the paperless office a reality by delivering a seamless solution with Fujitsu 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. 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 your Vault for future processing.
Simplifies setup with profiles that connect your ScanSnap scanner directly to SmartVault: You can quickly scan a document and store it in your Vault. The profiles store configuration settings so you can scan anytime without needing to set up the scanner again. Just select the profile you want to use.
Saves time and money with one-click scanning to SmartVault: Just put the document to scan in your ScanSnap scanner and push the button. ScanSnap scans both sides of the document into a PDF file and stores it in your Vault in one step.
Automates file naming for easy identification: The integrated solution incorporates important details into the file name by default, and allows you to modify the file name. For example, when you scan a document to attach it to a QuickBooks transaction, SmartVault includes the type of transaction, date, and vendor name in the name of the scanned file.
Stores scanned items in secure, offsite data center: When you scan a document, SmartVault stores the file created by your ScanSnap scanner in your SmartVault storage area.
Streamlines workflow with intuitive QuickBooks integration: If you open a transaction in QuickBooks and then scan a document, SmartVault automatically stores the scanned file in your Vault and attaches that file to the open transaction. If you open your Inbox to a specific folder, SmartVault automatically stores the scanned file in the open folder.
Provides secure, flexible file sharing and organization: In SmartVault, you can create the folder structure you want and organize your files as needed. The SmartVault Drive feature allows you to use Windows Explorer to move, organize, rename, and drag-and-drop your files and folders.
See SmartVault and ScanSnap in Action
The following video demonstrates the powerful, integrated solution delivered by SmartVault and Fujitsu ScanSnap scanners. Click on the play button in the viewer to watch the video, or view the episode in a larger format.
Install the SmartVault desktop client, which provides the integrated QuickBooks toolbar.
Quickly create and select the SmartVault profile in the ScanSnap manager.
Open a QuickBooks transaction and scan the items you want to attach to that transaction.
You can also scan, store, and organize items in your Vault, and make them available to others in your organization. Those items can then be quickly attached to QuickBooks transactions, as needed.
Creating ScanSnap Profiles
The following video shows how to create ScanSnap profiles to connect to the SmartVault Toolbar and the Inbox. Click on the play button in the viewer to watch the video, or view the episode in a larger format.
Demo
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Processing and storing invoices, bills, receipts, and other business documents can be a daunting task that leads to a mountain of paperwork. As the first SaaS-based document management solution provider to integrate with QuickBooks®, SmartVault makes the paperless office a reality by delivering a seamless solution with Fujitsu ScanSnap.
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