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R
RAJ111
February 8, 2025
Question

Spreadsheet Sync

  • February 8, 2025
  • 1 reply
  • 9 views

I have SSS installed on several PCs. On some, but not all,  the QBO login is saved so it doesn't have to be entered each time. Does anybody know how to configure this?

Richard

 

 

 

1 reply

R
Rea_M
Level 10
February 8, 2025

Hello, Richard! I understand how convenient it will be to configure the login for accessing Spreadsheet Sync in QuickBooks Online (QBO). Rest assured, I'll discuss whether this process is possible so you can continue analysing and organising your data.

 

At the moment, users are required to enter their sign-in information every time they wish to access Spreadsheet Sync in QBO. While I understand this may seem inconvenient, security measures are in place to protect your files and ensure that your sensitive data remain safe. 

 

However, you can opt customize your browser settings to save your username and password, which will allow you to autofill your account information during your next visit. The steps to do this vary depending on the browser you’re using, so please check out the links below for specific instructions:

 

 

Additionally, if you're looking for guidance on utilizing Spreadsheet Sync's report templates to effectively present your QuickBooks data, I recommend checking out this article: Create and edit reports in Spreadsheet Sync in QuickBooks Online. It will provide you with valuable insights to enhance your experience!

 

If you have any other concerns or clarifications about Spreadsheet Sync, please don't hesitate to let me know by clicking the Reply button below. I'm always ready to help you out. Take care and have a good one.

R
RAJ111Author
February 8, 2025

You are incorrect. There is a Remember Me checkbox and the password is entered automatically each time. A screenshot is attached

 

 

This is a Windows 11 PC. Maybe this is a Microsoft enhancement

R
RCVQuickBooks Team
QuickBooks Team
February 9, 2025

I have memorised credentials within QBO (I use the Desktop version rather than a browser) but my question relates to why these are not always visible within Spreadsheet Sync. 

On Excel SSS running on Windows 11 devices only one of my two logins offers a saved password (see the screenshot I sent previously). On other devices no saved password is available. 

So my question is - how do I access both saved credentials from within SSS. 

Is this an Excel/Microsoft/Configuration Issue?

 

Thanks

Richard


Thanks for coming back, RAJ111. Let's perform some troubleshooting steps and resolve the inconsistency with the saved credentials not being consistently available within Spreadsheet Sync (SSS) for QuickBooks Online (QBO) on different devices. 

 

It could be influenced by several factors, including Excel settings, Windows Credential Manager, and possibly how each device is configured. Check the Windows Credential Manager and verify that the QBO credentials have been saved. Here's how:

 

  1. Open Control Panel.
  2. Navigate to User Accounts and then Credential Manager.
  3. Under Windows Credentials, look for entries related to QuickBooks or the applications involved. Then, ensure that the credentials are saved and correct.

 

Once done, verify the Spreadsheet Sync add-in has the necessary permissions to access stored credentials. Let me guide you on how:

 

  1. In Excel, go to File and select Options.
  2. Click Trust Center and choose Trust Center Settings.
  3. In the Trusted Add-ins Catalogs, check if settings might restrict the add-in's functionality.
  4. Make sure the Excel version and any related updates are consistent across all devices. Discrepancy in versions may affect the behavior of the add-ins.

 

Credentials saved on one device are not automatically available on another device unless they share the same profile or configuration. Let's guarantee all devices are configured similarly in terms of login and security settings. Also, re-authenticating and explicitly saving your credentials again on each device helps to ensure consistency. We can log in to QBO via SSS on each device, and if prompted, choose the option to remember or save the credentials.

 

By ensuring that Credential Manager entries are properly set up, Excel and browser settings are correctly configured, and the environment across all devices is consistent, we can achieve uniform behavior where QBO logins are saved within SSS.

 

You can check out this article for more insights about the feature, including the steps to create and edit reports: Create and edit reports in Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

 

Feel free to open each link below for guidance on how to  resolve common errors when using Spreadsheet Sync, and answers to common questions about the feature:

 

 

The Community always has your back if you need guidance with Spreadsheet Sync or any QuickBooks-related concerns. We're always ready to lend a helping hand, RAJ111.

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