GENERAL USER
With the SmartVault toolbar for QuickBooks Online, you can attach and store documents directly on many transaction and record types. Attached files land in your SmartVault vault under:
Applications\Quickbooks Online\Documents
Below is the list of transactions where the toolbar is available, along with examples of what you might attach.
Supported Transactions
| QuickBooks Entry Type | Supported | Examples of Documents to Attach |
|---|---|---|
| Vendor * | Yes | Contracts, agreements, tax documents, price lists |
| Bill * | Yes | Bills, approval letters, supporting documents |
| Purchase Order | Yes | Purchase orders, depreciation schedules |
| Item Receipts | Yes | Receipts, packing slips |
| Bill Payment | Yes | Checks |
| Credit Card Activity | Yes | Credit card charge receipts, refunds/credits |
| Customer * | Yes | Contracts, agreements, pictures |
| Estimate | Yes | Estimates |
| Expenses ** | No | — |
| Invoice | Yes | Invoices, timesheets, expenses, receipts |
| Receive Payment | Yes | Invoices, checks, emails |
|
Credit Memo |
Yes | Invoices, checks, emails |
| Credit or Refund | Yes | Invoices, checks, emails, receipts |
| Employee | No | — |
| Non-Payroll Transactions | Yes | Checks |
| Home Window | Yes | Company information |
| Check | Yes | Checks |
| Deposit | Yes | Checks, deposit slips |
| General Ledger Entry | Yes | Supporting document |
| Company Snapshot Window | Yes | Financial documents, objectives |
| Check Register and Bank Reconciliation | Yes | Statements, supporting documents |
| Cash Purchases | Yes | Receipts |
| Transfers | Yes | Deposit slips, electronic confirmations |
Important Notes
-
- Entries marked with an asterisk (*) must be created and saved in QuickBooks Online before the Upload (paper-clip) appears.
- Entries marked with two asterisks (**) will be supported in a future release.
- You cannot attach documents to types not listed above.