Re-integrating QuickBooks with SmartVault

Overview

You may need to re-integrate a QuickBooks company file for a number of reasons, such as if you did not select the proper application integration settings.

Re-integrating QuickBooks with SmartVault

  1. Open the QuickBooks company file and sign in as an administrator in single-user mode.
  2. Select Edit > Preferences > Integrated Applications.
  3. On the Company Preferences tab, select SmartVault and then click Remove.
  4. Exit QuickBooks.
  5. Restart the SmartVault desktop software.
  6. Restart QuickBooks. A QuickBooks Certificate window displays.
  7. Select Yes, always allow access even if QuickBooks is not running.
    Note: If this company file is used by multiple users, select Admin in the Login As field.
  8. If prompted, sign in to SmartVault using the SmartVault QuickBooks Toolbar.
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