Deleting Documents Attached to QuickBooks Entries
Delete a document attached to an entry in QuickBooks when you no longer want the document associated with the QuickBooks entry. When you delete a document attached to a QuickBooks entry, the document is permanently deleted from SmartVault.
If you need to delete a QuickBooks entry with a document attached to it, perform the following steps:
1. If you no longer need the document, first delete the attached document, and then delete the QuickBooks entry.
2. If you want to keep the document, save the document to a new location before you delete the QuickBooks entry.
If you do not delete the attachment before you delete the QuickBooks entry, the document will become “orphaned” in the QuickBooks subfolder associated with the QuickBooks entry. You will then have to delete the attachment using one of the following methods:
To delete a document attached to a QuickBooks entry:
1. Verify that you are signed in to your SmartVault account by completing the following steps:
a. On the Start menu, click Start > Programs > SmartVault > SmartVault Launchpad.
b. If the Sign in to your SmartVault account link displays, you are not signed in to your SmartVault account. Click Sign in to your SmartVault account, type the email address and password for your SmartVault account, and then click Sign In.
Once you sign in, the Sign in to your SmartVault account link no longer displays.
c. If the Sign in to your SmartVault account link does not display, you are already signed in to your SmartVault account.
2. Open the QuickBooks company file that contains the QuickBooks entry with the document you want to delete.
3. Select the QuickBooks entry with the document you want to delete.
The SmartVault Toolbar displays on the right side of the QuickBooks window.
4. Click the Folder icon.
5. Under Document Name, select the name of the document you want to delete.
6. If you want to permanently delete the document, complete the following steps:
a. Click Delete.
b. Click Yes to confirm you want to permanently delete the document.
7. If you want to save a copy of the document before you delete it, complete the following steps:
a. Click Save.
b. Browse to and select the folder where you want to save the document. You can save the document to a different folder in SmartVault by selecting a folder in your SmartVault Drive, or you can save the document to a folder on your local computer or on a network share.
c. Click Save.
d. Once you have saved the document to a new folder, on the SmartVault Inbox Documents List dialog box, select the document again under Document Name, and then click Delete.
e. Click Yes to confirm you want to permanently delete the document.
