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Supported Quickbooks Online Transactions

Table of contents

Overview

You can attach documents using the new SmartVault Toolbar for Quickbooks Online. The list of supported entries to which you may attach documents is shown below. 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 how to install 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/

* Entry's 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. 

Details

 
QuickBooks Entry Type QuickBooks Online (Legacy) QuickBooks Online (Harmony) Suggested Documents to Attach

Vendor

Y* Y*

Contracts, agreements, tax documents, price lists

Bill Y* Y* Bills, approval letters, supporting documents
Purchase Order Y Y Purchase orders, depreciation schedules
Item Receipts Y Y Receipts, packing slips
Bill Payment Y Y Checks
Credit Card Activity Y Y Credit card charge receipts, refunds/credits
Customer Y* Y*

Contracts, agreements, pictures

Estimate Y Y Estimates
Expenses Y N** Credit Expenses
Invoice Y Y Invoices, timesheets, expenses, receipts
Receive Payment Y Y Invoices, checks, email
Credit Memo Y

Y

Invoices, checks, email
Credit or Refund Y Y Invoices, checks, email, reciepts
Employee Y* N Employment agreements, tax forms, paychecks, photos, driver licenses, timesheets, W-9s
Non-Payroll Transactions Y Y Checks
Home Window Y Y Company Information
Check Y Y Checks
Deposit Y Y Checks, Deposit slips
General Ledger Entry Y Y Supporting documents
Company Snapshot window Y Y Financial documents, objectives
Check Register and Bank Reconciliation Y

Y

Statements, Supporting documents
Cash Purchases Y Y

Receipts

Transfers Y Y Deposit slips, electronic confirmations
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Last modified
12:36, 1 Mar 2016

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