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Attach to QuickBooks from SmartVault Folder

Overview

Attach documents that are uploaded to the Inbox or other custom folder in SmartVault. These can be uploaded to these folders in a variety of ways by a variety of users, such as employees or clients. (This article applies to hosted QuickBooks as well as local) ​

Regardless how the documents get there, you can attach them to the QuickBooks entries.

 

Goal

After completing this how-to, you will know how to process documents that are in the Inbox.

Steps

  1. Open the SmartVault Launchpad by clicking on the icon on your desktop.

    2014_Feb_Launchpad icon.png
     
  2. Login to SmartVault and In QuickBooks, ensure you have your SmartVault Toolbar to the right side of your window.

    2014_Jan_QBDesktop_Toolbar.PNG
     
  3. Create or open an existing QuickBooks transaction to attach to.
  4. Click Attach (paperclip icon) in the Smartvault Toolbar.
  5. Click the Inbox button.

    2014_Jan_MoveFromInbox.PNG
     
  6. By default, it will open the QuickBooks Inbox Folders tab associated with your company file. (You can choose to browse to a different folder in SmartVault)
  7. Select the document to attach and click Move.
  8. When you see a number greater than 0 under the folder icon, the document has been attached to the transaction.

    2014_Jan_ItemAttachedInToolbar.PNG

Considerations

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Last modified
11:39, 4 Mar 2015

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