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Free
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Works with QuickBooks
Works with QuickBooks Online

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Intuit App Center > Mobile, Document Management > SmartVault for QuickBooks Back to Collection

Free 30 Day Trial. No credit card required. Pricing starts at $9/month.

SPECIAL OFFER — SAVE 20%!
Start a trial of SmartVault for QuickBooks and save 20%. Offer expires May 24, 2013.

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SmartVault for QuickBooks

By SmartVault Corporation

Simple and Secure Document Management for QuickBooks

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Description

Get secure, easy-to-use document management built into QuickBooks Online. Attach source files directly to 20 types of entries, so you’re always audit-ready and your files are in one central location. Access files from any browser or mobile device.

Attach documents directly to entries in QuickBooks Online

Go paperless and stay organized by attaching source documents directly to entries in QuickBooks Online, including: bills, invoices, and customer records – more than 20 different types of records including transactions and list items!

Enhance your workflow with a built-in electronic Inbox

Increase efficiency by giving your office staff a secure, easy-to-use Inbox for queuing documents for later processing - just upload or drag and drop files in! Also great for clients to securely send files to their accountant or bookkeeper.

View files instantly in your browser

Work faster and smarter by viewing files without downloading or waiting for an application to load. Manage documents more securely – confidential documents can be viewed without having to download them and then remembering to delete them.

Go MOBILE! Access files from a browser or mobile device

Securely access the file you need, when you need it from any Web browser or mobile device. Quickly and easily share documents with users inside and outside of your company.

Upload, manage, and share files right from Outlook

Upload email attachments to SmartVault and send secure links to files and folders stored in SmartVault without ever leaving Outlook. With the SmartVault plug-in, Outlook can be at the center of your workflow when it comes to securely sharing and managing your files.

Online document storage for all your files!

Eliminate document silos! Upgrade to SmartVault DMX and get a central repository for ALL your documents, not just those associated with QuickBooks Online. Learn more about SmartVault DMX plans at www.smartvault.com/pricing

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Reviews

SmartVault for QuickBooks 4.9 5 11 11

Saves Time! We added Smartvault for attachments with QB Online and it has made our paperwork flow much better. It offers easy drag and drop option and is always on your screen, which makes it very convenient. It works well with integrating with QB Online as well. User friendly and priced to sell. April 2, 2013

SmartVault…The best solution for integrated online doc management with QuickBooks Online SmartVault is my favorite add-on application for QuickBooks Online because it offers a way to implement a completely paperless client accounting solution. Seamlessly integrated with QBO, staff can easily attach source docs directly to QB entries and access docs from either application (QBO or SmartVault). And because SmartVault is a true cloud solution, we can securely store all files online—which makes sharing documents a snap. SmartVault is the ideal solution for true online document management with QuickBooks! March 21, 2013

Really like this app to cover the shortfall of quickbooks online Wehn you need to attach receipts to bank transactions and paper bills to online bills, this app is invaluable. They pick up the slack that quickbooks left. March 19, 2013

This is exactly what I was looking for! My goal has been to have the paperless office. When I set my business up 6 months ago I looked for an app like this but could not find one for QuickBooks On-line. I love this product and would have given it an excellent overall rating except that I have only been using it for a few weeks. Being able to attach a copy of the invoice or other supporting documentation for each payment eliminates the need for paper files and moving between QuickBooks and the file drawer. The cost efficiency created by this app dwarfs the monthly fee. March 19, 2013

Customer Value-Added. Prior to discovering SmartVault for QuickBooks Online, I have had several customers inquire about the ability to "attach a document" to a QB transaction. The ability to simply drag a source document and attach it to the related entry, is a true selling point for QB support. My clients like to ability to actually "see" the related papers, as opposed to finding the paperwork on file. SmartVault is a must have tool. March 19, 2013

Great solution for archiving source docs on QBO I spent the better part of a day looking at solutions for attaching source docs to Quickbooks Online transactions and all the others either didn't work or were to complicated and tried to do too much. Smartvault does exactly what I wanted, nothing more nothing less. It has an extension that works with your browser so you can use it when you're in QBO and it was very easy to learn. It was a bit buggy at first when it came to saving and renaming documents but it started working better and customer service was very helpful. March 15, 2013

The BEST in Electronic document management. Smartvault is so powerful making it easy to electronically file your documents. Try it and see how it works, it will make your life so much easier and free up lots of file cabinets which will become a thing of the past!! March 4, 2013

YAY! SmartVault for QBO! SMARTVAULT APPCENTER REVIEW- Stacy Kildal Pros: Quick Access to Documents Easy sign up (A little confusing if you already have a SV account, but support is fantastic!) Love the ability to hide Cons: If you’re new to SV, there’s no info/help button Have to hide it on every page I’m Stacy Kildal, Advanced Certified ProAdvisor and QBO Expert. SmartVault user for about 4-5 years. SmartVault for QBO allow users to securely store and attach documents to QBO records. I had a little troube connecting my QBO data to my SV account, but I think that was because I was already a user. Support got back to me almost immediately after my inquiry and explained how to connect in a simple and concises set of directions via email. Once I followed the instructions, I was up and running. I love that it doesn’t take you out of QBO and that it doesn’t take up too much real estate on the screen. Having used it this week, I think it would be nice if when I “hid” the toolbar, it stayed hidden when I went to other pages in QBO, but really - that’s not that big of a deal to click it again. Any company can use SV for QBO - as long as there is a need (and who doesn’t have it, really?) for quick access to source documents. You could attach signed customer contracts, liability certificates or W9s for vendors, statements to accounts. Anything that requires a user’s quick access. I can see how easy this will make tax returns as well - with the accountant user being able to see the attached documents, they’ll have access to all the source documents they may need to make adjustments and prepare returns. The $9 price covers one person - which means that while they can give user access from the SmartVault portal, if that person also has access to the QBO company that the SmartVault account is connected to, they won’t be able to see the files attached while logged into QBO. I spoke with SmartVault CEO, Eric Pulaski and he said adding users is very simple: “You click on the account in the smartvault portal (the blue ball in the tree), then click the link to the right that says Upgrade my Account, then pick how many users you want and save changes.” March 3, 2013

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Support & FAQ

SmartVault is dedicated to ensuring you have a great experience with our service. Take advantage of our 24/7 online Learning Center full of videos, getting started guides, best practices and tutorials. Contact us by phone, email, or by visiting www.smartvault.com/support.
(866) 674-6785
http://www.smartvault.com/support

Check out the most frequently asked questions below: Expand all

What types of entries in QuickBooks Online can I attach documents to?: Documents can be attached to over 20 different types of entries in QuickBooks Online. Some of the most common entry types you can attach documents to are: vendors, bills, purchase orders, item receipts, customers, invoices and check registers. For a complete list of supported entry types, visit http://www.smartvault.com/support/supported-quickbooks-entry-types-for-document-attachment/
Can I access my documents outside of QuickBooks Online?: Yes. Documents attached to QuickBooks Online entries are stored in SmartVault. These documents can be accessed from a Web browser or internet-enabled mobile device.
Can I store all my documents in SmartVault, or is it just for attached documents in QuickBooks Online?: Yes, you can upgrade to a SmartVault DMX plan (see www.smartvault.com/pricing) to store ALL of your documents in SmartVault, not just those you attach to entries in QuickBooks Online. With SmartVault DMX, you get a secure online document storage and file sharing system built specifically for business users with features like version history, a recycle bin, audit / compliance reports and the ability to set email alerts when files are uploaded or accessed. SmartVault DMX plans start at $19/month.
How secure is SmartVault?: SmartVault is engineered from the ground up to protect your valuable digital assets. All interactions with SmartVault occur over an encrypted channel. We employ AES-256 SSL to protect your documents, passwords and interactions with SmartVault from eavesdropping. SmartVault stores redundant, encrypted backups of your documents and metadata offsite. And SmartVault uses the Payment Card Industry (PCI) Data Security Standard as a framework to protect credit card information.