SmartVault for QuickBooks Online

You’ve taken your accounting system to the cloud for ease-of-use and always-on access… now it’s time to take your documents online, too. SmartVault is the only solution for QuickBooks Online that lets you attach and view source documents (receipts, bills, invoices, employee records) to transactions inside of QuickBooks Online.

Today, QuickBooks Online is used by hundreds of thousands of small businesses, and for many of those businesses, it’s the system of record. Attaching and storing all of your source documents directly to transactions in QuickBooks Online means that you now have one central repository for all of your financial data, as well as all related source documents. That is peace of mind for any business.

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Seamless QuickBooks Online integration and so much more

  • Go paperless and stay organized by attaching source documents directly to QuickBooks Online transactions, including: bills, invoices, and customer and employee records – more than 20 types of transactions!
  • Enhanced workflow with built-in electronic Inbox that you, your staff or your clients can use to drag and drop files directly into for processing later in QuickBooks Online
  • Securely share documents attached to records in QuickBooks Online, for simple, secure file sharing between employees and anyone outside your business
  • Secure, encrypted online document storage and backup of all your attached documents
  • Anytime, anywhere access to all of your documents from any web browser or mobile device – including our new iPad and iPhone apps!
  • One solution to store and securely share all of your files – not just those associated with QuickBooks Online

Stacy Kildal, Advanced Certified QuickBooks ProAdvisor, says…

Webinar - QuickBooks Document Management... and Beyond!

 Hear from a Certified Advanced QuickBooks ProAdvisor about how SmartVault stacks up to QuickBooks Attached Documents.

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Integration with other Apps – only from SmartVault

Scan a document into a customer record in your CRM system, find that document attached to the same customer record inside QuickBooks! Only SmartVault gives you integration of attached documents across applications, including expense management, CRM, and others.

Learn about the growing SmartVault ecosystem

QuickBooks Document Management & Beyond

A side-by-side comparison of SmartVault and the evolution of QuickBooks document management.

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Our customer care team is dedicated to your success. Whether you need a little or a lot of assistance getting started, we are here to help. We’re even happy to train your staff and your clients.