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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
RAJ111Author
February 9, 2025

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

 

 


Thanks for your detailed reply which "crossed in the post" with my last post.

Using your information, on the Windows 11 devices where I have admin access I can see the credentials etc.

On the managed server I do not have admin access so cannot see credentials. However I use QBO desktop on this server and passwords are saved for all my logins so presumably credentials can be properly configured.on this server.

On SSS, If  I delete users and then,  as before, attempt to re-add, a list of saved credentials does appear but when I select one, the password does not get added as expected. 

I've checked the Excel Trust configurations and they are the same on all devices.

 

R

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