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Verify QuickBooks Desktop is Integrated with SmartVault

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


  1. Open a QuickBooks company file and sing in as an admin in single-user mode.
  2. Choose Edit > Preferences > Integrated Applications.
  3. On the Company Preferences tab, select SmartVault, and then click Remove.
  4. Exit QuickBooks.
  5. Restart 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. If prompted, sign in to SmartVault using the SmartVault QuickBooks Toolbar.


Additional Troubleshooting

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