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resources / Helpful Links
Tutorial Videos
- Online Billpay
- Online Accounting
- Client Portal
• Setting up your inbox • Sending Docutments to your inbox • Processing and Routing Bills for Approval • Paying Bills •
Filing Documents • Organizing Documents in Folders Drag and Drop Documents from Outlook to QuickBooksAttach Documents to QuickBooks EntriesGoing Paperless for Your BusinessHow to Attach Documents to QuickBooks EntriesInvite Users to Share Docs In PortalCustomize Files and Folders in the SmartVault Web Portal