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Verify QuickBooks Desktop is Integrated with SmartVault

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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.