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Haywee529
Level 1

Is QB Enterprise compatible with SinglePoint?

Does anyone know if QB Enterprise is compatible with US Bank SinglePoint?

Specifically using QB bill pay and importing bill payments file to SinglePoint to print and mail checks directly

1 Comment 1
JaeAnnC
QuickBooks Team

Is QB Enterprise compatible with SinglePoint?

Yes, @Haywee529. Allow me to explain the compatibility of US Bank SinglePoint with QuickBooks Desktop (QBDT) Enterprise.

 

QBDT works seamlessly with US Bank SinglePoint Essentials, allowing the program to download your bank transactions automatically. Currently, it only supports bank account access for recording purposes and doesn't allow importing bill payment files to SinglePoint.

 

Here's how to link your bank account:

 

  1. Go to Banking.
  2. Select Bank Feeds, then Set Up Bank Feed for an Account.
  3. Click Yes to temporarily close all windows.
  4. Enter US Bank SinglePoint in the Search field.
  5. Click the U.S. Bank SinglePoint Essentials hyperlink and follow the onscreen instructions.

 

Learn more by reading this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

Furthermore, you'll want to create rules in QBDT to help the program categorize bank transactions automatically.

 

Fill me in if you require additional assistance when it comes to connecting your bank accounts. The Community team is active anytime to lend you a helping hand. Stay safe, and have a productive day ahead. 

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