Symptom
When you try to attach a document that you have already uploaded into a folder in SmartVault to an entry in QuickBooks using the Move option provided by the SmartVault Toolbar, after you click Move, it appears as though the document was attached correctly.
However, if you then try to view the document you attached by clicking on the folder icon on the SmartVault Toolbar, the document does not display in the Document List dialog box.
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Symptoms
- The SmartVault Toolbar does not display in QuickBooks company files that have been added to SmartVault.
- You added a new QuickBooks company file to SmartVault, but the SmartVault Toolbar does not display in QuickBooks when you open the company file.
- You upgraded your SmartVault Desktop software from version 3.0 or lower to version 3.1 or higher, and now you have one or both of the following issues:
- The SmartVault Toolbar now does not display in QuickBooks when you open the QuickBooks company file.
- When you add new QuickBooks company files to SmartVault, the SmartVault Toolbar does not display in QuickBooks when you open the company file.
You are working in a hosted environment, and when you add new QuickBooks company files to SmartVault, the SmartVault Toolbar does not display when you open the company file.
SmartVault displays the following error message: Error: This application has not accessed this QuickBooks company data file before. The QuickBooks administrator must grant an application permission to access a QuickBooks company data file for the first time. After closing this message, the QuickBooks company file opens and the SmartVault toolbar is gray or inactive.
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