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Reintegrate a QuickBooks or Reckon Accounts Company File

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To reintegrate a QuickBooks or Reckon Accounts company file with SmartVault:
 

  1. In QuickBooks or Reckon Accounts, click on the Edit menu, then Preferences.
  2. In the left pane, click on Integrated Applications.
  3. In the right pane, on the Company Preferences tab, under Application Name, select SmartVault
  4. Click Remove, and then click Yes.
     

Note: If you have upgraded your SmartVault Desktop software from SmartVault version 3.0 or lower to SmartVault version 3.1 or higher, you may have two instances of SmartVault listed under Application Name. Remove both instances of SmartVault from the list.
 

  1. Close the Preferences dialog box, and click Yes to save your changes if prompted.
  2. Close QuickBooks or Reckon Accounts.
  3. Right click on the SmartVault icon in the system tray and select Exit.
  4. Restart QuickBooks or Reckon Accounts.
     
  5. Open the company file you want to re-integrate with SmartVault as an Admin in single-user mode by completing one of the following steps:
    1. If you are the only user for the QuickBooks company file, by default you are already in single-user mode and you are the Admin. Simply type the password for your company file, and then click OK.
       

Your login screen should be similar to the following image.
QuickBooksUserSingleLogin.png

 

  1. If your company file is used by more than one user, ensure that no other users are currently using the QuickBooks company file, and then in the User Name field, type Admin and in the Password field, type the password for the Admin user, and then click OK.


 

  1. When you open the company file, a Application Certificate dialog box displays, telling you that SmartVault is requesting access to the company file and asking you to accept the SmartVault security certificate. You must accept the SmartVault security certificate in order to re-integrate SmartVault with the company file.
     

When the Application Certificate dialog box displays, complete the following steps:

  1. Select Yes, always; allow access even if QuickBooks is not running.
  2. If your company file is used by more than one user, in the Login as field, select Admin from the drop-down list.
  3. Click Continue.
     

The dialog box you see should be similar to the following image.

QB_Application Certificate2_with box.jpg
 

  1. In the Access Confirmation dialog box, click Done.
     

The dialog box you see should be similar to the following image.

QB_Application Certificate3.jpg
 

The SmartVault Toolbar should now display on the right side of your QuickBooks or Reckon Accounts window.

 

Your window should be similar to the following image:

QuickBooksCompanyFileWithToolbar.png
 

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Last modified
15:55, 31 Mar 2016

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