Customer Center
Help Topics
Self-Help Guides
Home > Support > Knowledge Base and Known Issues > SmartVault Toolbar for QuickBooks Desktop Toolbar is Missing > Verify QuickBooks Desktop is Integrated with SmartVault

Verify QuickBooks Desktop is Integrated with SmartVault

Overview

This article can be used to verify and correct SmartVault's integration with QuickBooks.

Considerations

For QuickBooks Desktop versions 2009 and later:

Sometimes a QuickBooks company file that has previously been integrated with SmartVault may need to be re-integrated. Additionally, the application integration settings may not have been properly selected at first.

Steps

  1. Open a QuickBooks company file with administrative permissions.
  2. Choose Edit > Preferences > Integrated Applications.
  3. On the Company Preferences tab, select SmartVault, and then click Remove.
  4. Close QuickBooks.
  5. Exit the SmartVault Desktop software.
  6. Restart QuickBooks.
  7. A QuickBooks Certificate window should open. Select Yes, always. If this company file is used by multiple users, select Admin for the Login As field.

    QB_Application Certificate2_with box.jpg
     
  8. Open SmartVault and then sign in to SmartVault using the SmartVault QuickBooks Toolbar.

    DT_QuickBooks_Toolbar_Sign_In_Icon.png

Additional Troubleshooting

If the SmartVault QuickBooks Toolbar is still missing, check to see if QuickBooks is running in the background.

You must to post a comment.
Last modified
12:13, 12 Apr 2017

Tags

Classifications

This page has no classifications.