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Attaching a Document in the SmartVault Inbox to a QuickBooks Entry Using the Toolbar

You can attach a document in your SmartVault Inbox to a QuickBooks entry using the SmartVault toolbar.

Attaching a Document Using QuickBooks Desktop

1. Open your QuickBooks company file and navigate to the entry to which you want to attach a document. 
2. Click the Attach icon at the top of the toolbar. 
3. Click Inbox to select your document.

4. Select your document and click Move.
Note: If the location of your document does not automatically appear, click Browse or click the black icons to move through the folders in your account.

When accessing the bill in QuickBooks, you'll notice the View Documents icon in the toolbar has a 1 by it, indicating the number of documents attached to the QuickBooks entry.

Attaching a Document Using QuickBooks Online

1. Open your QuickBooks company file and navigate to the entry to which you want to attach a document. 
2. Click the Inbox icon on the toolbar to access the Inbox folder for the company file.

3. Click the Plus (+) icon next to the file you want to attach.
Note: If the document is already in the Inbox, it will be visible. 

4. If looking for a file in a different location, click Browse Folders, locate the folder your document is in, and then click Select Folder.

5. Click the Plus (+) icon next to a file you want to attach to the QuickBooks entry.

Once the file is uploaded, the folder document on the toolbar will have a number badge icon that indicates the number of documents that are attached to the transaction.