The SmartVault browser extension adds a toolbar to QuickBooks Online, so you can attach, view, and manage documents without leaving your workflow. It works with Google Chrome and Microsoft Edge.

Step 1: Installing the Browser Extension

1. Sign in to SmartVault
   • Go to the SmartVault Portal and enter your credentials.
2. Accessing the Apps and Marketplace
   • Click the initials in the top-right corner of the page, then select Settings.
   • Under Apps and Marketplace, click QuickBooks Online. 
     
3. Adding the Extension
   • Click Google Chrome or MS Edge.
     
   • Follow the on-screen instructions to install the extension for your selected browser.
   • After installation, you'll see the SmartVault icon in your toolbar.
     

Step 2: Connecting Your Accounts

1. Signing in to QuickBooks Online
   • Sign in at https://quickbooks.intuit.com.
   • The SmartVault toolbar will automatically appear on the right.
2. Authorizing SmartVault
   • Click the Authorization icon (shield with a key) in the toolbar.
     
   • Sign in to SmartVault on the new tab. Enter your SmartVault user ID and password when prompted.
   • In the authorization window, click Allow.
     

Step 3: Finalizing the Integration

1. Configuring Your Document Storage
   • On the SmartVault toolbar, click the folder + icon.
     
   • In the Choose your company name field, type a name for this QuickBooks Online company. SmartVault will use it to create a dedicated folder for all your document attachments. Then click Next to continue. (We recommend using the same name as the QBO company file name.)
   • Select the vault and folder where you want to save attachments.
     
      
2. Finishing the Setup
   • Click Finish Setup. The page will refresh to display a Setup Complete message.
   • Under Integration with QuickBooks Online, you'll see the Document storage path: Account > Vault > Folder. This is the location where attachments will live. (Currently, you can only use the pre-defined folders for the QBO integration.)
     
   • The toolbar is now ready to attach documents to transactions.

Related Articles

• Integrating SmartVault with QuickBooks Desktop
• Using the SmartVault Toolbar for Document Management