Supported QuickBooks Online Transactions

Overview

You can attach documents using the new SmartVault Toolbar for Quickbooks Online. You can find below the list of supported entries to which you may attach documents. Documents attached to these transactions are uploaded to their respective folders in SmartVault. These folders are located in your vault at Applications\Quickbooks Online\Documents.

For more information on installing the SmartVault Toolbar for Quickbooks Online, see Install SmartVault Toolbar for Web Browser​.

For more information on how to attach documents using the SmartVault Toolbar, see How to Attach Documents using the SmartVault Toolbar/

Details

  Notes

* Entries with an asterisk must be created and saved first before the toolbar will display to attach a document.

** This item is scheduled to be supported in a future release.

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