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.
|QuickBooks Entry Type||QuickBooks Online (Legacy)||QuickBooks Online (Harmony)||Suggested Documents to Attach|
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|
|Credit Card Activity||Y||Y||Credit card charge receipts, refunds/credits|
Contracts, agreements, pictures
|Invoice||Y||Y||Invoices, timesheets, expenses, receipts|
|Receive Payment||Y||Y||Invoices, checks, email|
|Credit Memo||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|
|Home Window||Y||Y||Company Information|
|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|| |
|Statements, Supporting documents|
|Cash Purchases||Y||Y|| |
|Transfers||Y||Y||Deposit slips, electronic confirmations|