Once you install the SmartVault Desktop software and add your QuickBooks company file to SmartVault, you can upload and attach documents to more than 30 different types of QuickBooks entries using the SmartVault Toolbar.
From the category archives:
Attaching Documents
Learn how you can quickly and easily install the SmartVault Desktop software, which includes the following components:
- SmartVault Toolbar – attach documents directly to QuickBooks entries
- SmartVault Inbox – quickly scan and upload documents into folders in the SmartVault portal
Note: You must install the SmartVault Desktop software, which includes the SmartVault Toolbar, before you can attach documents to QuickBooks entries.
