Question

US Bank SinglePoint

28 replies
219 views

Does anyone have experience connecting QuickBooks online to US Bank via SinglePoint?

QuickBooks Online

Level 8

Let me provide some info about connecting QuickBooks online to US Bank via Single point, @David330.

If you're trying to connect your bank and it didn't go through we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Then connect your bank to QuickBooks. Once you have successfully linked it, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

May I ask if you received a specific error message when connecting to your financial institution? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

In addition to that, let me share this link to help fix if you see error messages or don't see recently downloaded bank transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Keep me posted if you have other questions about connecting your bank with QuickBooks. I'll be happy to help you. Stay safe!

D

David330Author

Thanks for the information but the problem I’m having is initially connecting. The screen asks for userid and password but the SinglePoint login requires a Company ID / Userid / and password.
I can’t get the setup to authenticate.

Morgan_B

QuickBooks Team

Good morning, David330.

Thanks for following up with those additional details.

Typically connecting your financial institution to QuickBooks will only require the User ID and password credentials from the bank. SinglePoint may have an additional layer of security in place by requesting both the User ID and a Company ID. The Company ID is likely a specific identifier assigned by the bank for your company. I recommend reaching out to SinglePoint to find out more about this ID.

If you still need assistance with the QuickBooks Bank connection afterward please don't hesitate to reach back out. Help is only a comment or post away.

P

premiersleepassociates

SinglePoint just instituted TFA for at least the first login of the day. So now I can enter Singlepoint through my browser, input the code I provide, and have access. I logout of that and login again and it does not require a repeat TFA. I put the same login info into QBO and it does not connect. I suspect SinglePoint is rejecting the access because it is from QBO. How do I sort this out?

Adrian_A

Level 8

Hello there, premiersleepassociates.

I'm here to ensure you're able to connect your SinglePoint account to QuickBooks Online.

Let's connect your bank account on an incognito window. You can follow the troubleshooting steps shared by Rubielyn_J.

If the same thing happens, I'd suggest reaching out to our phone support team. You can contact them through the ? Help button.

Also, did you receive an error when trying to connect your account?

When everything's good, you can check these resources as your guide in connecting and categorizing the transactions:

You can always get back to this thread if you need help with categorizing transactions.

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