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Working with QuickBooks > Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar
    
Attaching Documents to QuickBooks Entries Using the SmartVault Toolbar
Once you add your QuickBooks company file to SmartVault, you can upload and attach documents to QuickBooks entries using the SmartVault Toolbar. However, the steps you use to attach documents vary slightly based on whether you are working in a non-hosted or hosted QuickBooks environment.
• If you are working in a non-hosted QuickBooks environment, you upload and attach documents to QuickBooks entries in one step. For more information see “Attaching Documents to QuickBooks Entries in Non-Hosted QuickBooks Environments” .
• If you are working in a hosted QuickBooks environment, you upload and attach documents in two steps. First upload documents to your SmartVault portal. Then attach documents to QuickBooks entries. For more information see “Attaching Documents to QuickBooks Entries in Hosted QuickBooks Environments” .