Release Date: September 3, 2025

Introducing SmartVault Browser Extension for QuickBooks Online!

We're excited to announce the launch of the SmartVault Browser Extension for QuickBooks Online (QBO), a powerful new way to manage your documents without leaving QBO.

With this extension, you can:

• Attach receipts, invoices, and supporting documents directly to QBO transactions.
• Preview and upload documents in context—no need to switch between systems.
• Ensure compliance with audit trails and version control.
• Secure your files with SmartVault's encryption and access controls.

Who is it for?

Accountants, bookkeepers, and business users who want a streamlined, secure way to connect QBO data with documents stored in SmartVault.

Requirements:

You'll need an active SmartVault account and access to QuickBooks Online to use the extension.

Visit our help center for guides on:

• Installing the SmartVault Browser Extension for QuickBooks Online
• Attaching and Managing Documents Using the SmartVault Browser Toolbar

What's new?

SmartVault Browser Extension for QBO

• Add QBO Company File to SmartVault Made Easy
  After authorizing QuickBooks Online, users can now add their QBO company file to SmartVault using a guided step-by-step flow—starting with a Folder + icon on the toolbar.
  
• Prevent Duplicate Company File Provisioning
  Added error handling to block users from linking a QBO company file that’s already associated with another SmartVault account. Users will see a clear message if the file is already in use.
• Guidance for Unsupported Pages
  The QBO extension now displays a helpful message when users navigate to a page without a supported transaction or record ID, ensuring clarity when toolbar actions like Attach or View aren’t available.
• Document Counts Now Displayed
  The View Documents and Inbox buttons in the toolbar now display badge counts when documents are available, providing users with quick visibility without requiring a click. Counts update dynamically based on the current transaction or record.
  
• File Name and Description Fields Now Save Properly
  Fixed an issue where editing only the description of a newly uploaded attachment would unintentionally clear the file name. Now, both fields can be updated and saved independently.
• Message for Unsaved Transactions 
  Users now see a message prompting them to save the transaction in QuickBooks Online before attaching documents, preventing confusion and lost time.

New Message When Cloning Folder Templates

Users now see a clear message when cloning a folder template, letting them know that cloned templates cannot be deleted.

What was fixed?

Guest View: Request Docs Link Now Loads Correctly

Fixed an issue where the Request Docs link wouldn’t appear in the left navigation if a guest user accessed SmartVault via an email link. The correct navigation now loads regardless of the entry point.