SmartVault Browser Extension for QuickBooks Online

Securely manage documents in SmartVault while working in QuickBooks Online.

The SmartVault Browser Extension for QuickBooks Online lets you securely attach, preview, and manage source documents—such as receipts, bills, invoices, and credit memos—directly within QuickBooks Online (QBO). Designed for accounting professionals, bookkeepers, and business owners, this extension streamlines your workflow by securely linking financial data in QBO to your documents in SmartVault—eliminating the need to switch between systems. SmartVault ensures your files are protected with SSL encryption, offsite backups, audit trails, and version control—so you can maintain compliance and stay organized. Key Features: - Attach documents to QBO records, including bills, invoices, credit memos, and more. - Preview and upload files without leaving QuickBooks Online. - Maintain compliance with audit trails and version history. - Protect files with SSL encryption and offsite backups. - Use SmartVault's role-based access controls for secure collaboration. Requirements: You must have an active SmartVault account and be signed into QuickBooks Online to use this extension.