Overview

Documents can be attached to most types of entries in Reckon Accounts. Documents attached to these transactions are uploaded to their respective folders in SmartVault. These folders are located in your vault at Applications\QuickBooks\Documents.

Uploading documents to SmartVault via the SmartVault Portal to ‘transaction-less’ folders in Reckon Accounts or those objects in which Reckon Accounts does not have an entry is supported. 

You may upload to the following folders: Home, Inbox, Reports, or Company Snapshot, without needing to use the SmartVault Toolbar.

Supported Transactions