GENERAL USER
When opening QuickBooks Desktop, a popup asks for authorization to add the Company File to SmartVault. This popup appears each time you open QuickBooks, even if you do not want to integrate QuickBooks with SmartVault.
Why This Happens
SmartVault detects QuickBooks Desktop during installation and assumes you may want to integrate it with your SmartVault account. Since SmartVault cannot determine which Company Files you want to integrate, the popup appears by default until you explicitly select "No" for each Company File.
How to Stop the "Add Company File" Popup
To stop the popup from appearing when opening QuickBooks:
- Open QuickBooks Desktop.
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Wait for the "QuickBooks - Application Certificate" window to appear.
- In this window, SmartVault appears under "Certificate Information." To prevent integration, select No and click Continue.
This action ensures SmartVault won't access your QuickBooks Company File.
- In this window, SmartVault appears under "Certificate Information." To prevent integration, select No and click Continue.
Additional Notes
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- This behavior is managed at the Company File level, so you must repeat these steps for any new Company File added to QuickBooks.
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If you later decide to integrate a Company File with SmartVault, refer to the following guides: