You can reorganize your integrated application folders, like QuickBooks, by moving a company file from one vault to another. After the move, you may need to reassign access permissions.

Before You Begin

• Permissions: Only Administrators and Vault Managers can move, copy, or rename folders.
• Vault-Level Restriction: You can only move company files at the vault level. The Applications folder itself can’t be relocated or nested under another folder.
• Access Impact: Moving a company file removes existing access. You’ll need to grant vault or file permissions again unless you’re using vault groups.

Moving Your Company File

1. Sign In
   • Log in to the SmartVault Portal with Administrator or Vault Manager credentials.
2. Locate Your Company File
   • In Files and Folders, expand the vault that holds your company file.
   • Open the Applications folder, then select the folder for your integration (e.g., QuickBooks, Xero, FreshBooks).
3. Open Move Options
   • Click the gear icon next to your company file name.
     
   • Click the Move Company tab.
4. Select the Destination Vault
   • From the Move to this account dropdown, select the target vault.
   • Click Move this company at the bottom of the screen.
     
5. Reassign Permissions 
   • After the move is complete, review who needs access.
   • Grant permissions on the new vault or file as needed.