Overview
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.
Details
- Version1.0.37
- UpdatedSeptember 3, 2025
- Offered bySmartVault
- Size536KiB
- LanguagesEnglish
- DeveloperSmartVault Corporation
600 N Shepherd Dr Suite 305 Houston, TX 77007-1327 USEmail
sdk@smartvault.comPhone
+1 713-248-8600 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
- D-U-N-S874248326
Privacy
SmartVault Browser Extension for QuickBooks Online has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
SmartVault Browser Extension for QuickBooks Online handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, visit the developer's support site
