http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/20587.aspxFri, 17 Jan 2014 14:07:40 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20587Method_Adam0http://forums.method.me/cs/forums/thread/20587.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20587<p><span id="mce_0_start" style="overflow:hidden;">Hi Suzanne,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>First off my apologies for the late reply on this. What you are assuming is the case. Something to watch out for (and something I did when testing) is to make sure you are uploading to SmartVault and not exclusively Method. &nbsp;You have to make sure to select the radio button &quot;Upload to SmartVault&quot;.</p> <p><img src="https://www.methodintegration.com/test/AccountPages/AlocetSystem/ImagesPublished/smartvault.jpg" width="900" height="373" alt="" /><span id="mce_1_start" style="overflow:hidden;"></span></p> <p><span style="overflow:hidden;">Here is our Help Center article on our <span id="mce_2_start" style="overflow:hidden;"></span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Using-SmartVault-with-Method&amp;id=178" target="_blank">SmartVault Integration<span id="mce_2_end" style="overflow:hidden;"></span></a><span id="mce_6_start" style="overflow:hidden;"></span>.<span id="mce_7_start" style="overflow:hidden;"> This should cover the relationship between the two.</span></span></p> <p>Hope this helps,</p> <p>- Adam</p>http://forums.method.me/cs/forums/thread/20569.aspxWed, 15 Jan 2014 18:10:41 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20569SuzanneB0http://forums.method.me/cs/forums/thread/20569.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20569<p><span id="mce_0_start" style="overflow:hidden;">Hi,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>Can you help me understand the relationship between Method and Quickbooks, when you are using SmartVault?</p> <p>I was under the assumption that if I upload a document to Method docs, in a Customer record, that I would see it in the Customer record while in Quick Books.</p> <p>Is this not the case?</p> <p>Thanks for your help.</p>