Re-integrating QuickBooks with SmartVault

GENERAL USER

If you need to re-integrate your QuickBooks company file with SmartVault—perhaps due to incorrect integration settings or other configuration issues—follow these steps to re-establish the connection. This guide is intended for general users. If multiple users access the company file, ensure you sign in as an administrator.

  Important Considerations

• • Administrator Access–Ensure you are signed in as an administrator in single-user mode in QuickBooks. For multi-user environments, select Admin in the Login As field. 
  • Single-User Mode–Re-integrating must be performed in single-user mode to avoid conflicts.

Re-integration Process

1. Open QuickBooks in Single-User Mode:
   • Open the QuickBooks company file.
   • Sign in as an administrator.
2. Remove Existing Integration:
   • Navigate to Edit > Preferences > Integrated Applications.
   • In the Company Preferences tab, select SmartVault and click Remove.
3. Restart Applications:
   • Exit QuickBooks.
   • Restart the SmartVault desktop software.
   • Restart QuickBooks.
4. Accept the QuickBooks Certificate:
   • When the QuickBooks Certificate window appears, select Yes, always allow access even if QuickBooks is not running, and click Continue.
     
     
5. Complete the Integration:
   • If prompted, sign in to SmartVault using the SmartVault QuickBooks Toolbar.