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Finding Receipts in SmartVault

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To enable SmartVault, see this article. This article will show you how to find receipts and transactions in QuickBooks and SmartVault. 

  • The credit card charge below has a receipt attached to it.

sv_receipt_1.png

  • Below is the credit card charge as it came over in QuickBooks. Note the SmartVault bar on the right. sv_receipt_2.png
  • After clicking the Receipt icon on the right, the attached documents will pop up. Double-click to view. sv_receipt_3.png
  • Alternatively, you can access your receipt images from the SmartVault database. From your SmartVault database, navigate to your QuickBooks file, and then locate your transactions in the appropriate sections. sv_receipt_4.png


 

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