Question

Spreadsheet Sync

Forum|Forum|1 year ago
February 8, 2025
1 reply
8 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

QuickBooks Online

R

Rea_M

Level 10

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

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

MariaSoledadG

QuickBooks Team

Further Update:

I have now managed to solve one of my issues - adding a saved password to a second logon account on a Windows 11 device running SSS. On SSS it is necessary to first delete the UserID and then recreate it. You are then given the option to save the password within the SSS Application. It doesn't appear related to saving passwords on QBO per your previous comments. Hopefully this advice will help others.

There remains the problem that this doesn't work on other devices - specifically RDP access on a hosted server. Unfortunately this is our usual method of accessing SSS. What is the solution to this?

Richard

Currently, QuickBooks Online (QBO) doesn't allow you to configure settings for accessing saved credentials using Spreadsheet Sync. You'll have to configure your Remote Desktop Protocol (RDP) settings through the Windows operating system to save a password and access a hosted server, RAJ111.

You'll want to contact our Customer Success team for questions about the Spreadsheet Sync passwords or anything related to the product and technical issues for further assistance. They possess in-depth knowledge of the product and its functionalities and can provide accurate information and solutions tailored to your issues. To do so, follow the steps outlined below:

Sign in to your QBO account.
Click the Help menu, then select Search.
Type Contact Us and click at the bottom part.

They are available Monday through Thursday from 9 a.m. to 5:30 p.m. and Friday from 9 a.m. to 4:30 p.m.

To give you more information about the frequently asked questions about Spreadsheet Sync, check out this article again: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.

Furthermore, I've also added these articles to help you send your budget information and learn the types of record templates:

Let me know if you need further help using QBO with Spreadsheet Sync. Remember, we're here to assist you further.

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