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David330
March 23, 2022
Question

US Bank SinglePoint

  • March 23, 2022
  • 2 replies
  • 52 views

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

 

 

2 replies

Rubielyn_J
Rubielyn_J
Level 8
March 23, 2022

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
March 25, 2022

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
Morgan_BQuickBooks Team
QuickBooks Team
March 25, 2022

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
November 16, 2022

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?

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dr deb12
November 17, 2022

I am having the same issue since yesterday since Single Point added TFA. I tried to reach out to single point but haven't heard a response yet.

A
Anna-G
November 30, 2022

Hi, SN2037.

 

Thanks for joining this conversation. Allow me to chime in and help ensure this is taken care of for you.

 

We received reports regarding users getting the same error message when connecting US Bank SinglePoint in QuickBooks Online (QBO). A ticket was already created and forwarded to our product engineers. They're now working to fix this as fast as possible.

 

In the meantime, I highly suggest contacting our Support team again so they can add your details to our notification list. This will also help our engineers determine the number of affected users. An email notification will be sent to you once this has been resolved.

 

Here's how to reach them:

 

  1. In QBO, click the Help (question mark) icon at the top right.
  2. Select a suggested option, or type a question or topic you need help with.
  3. Tick Contact Us and choose a way to connect with us.

 

In case you need it, I'll add this article that tackles managing and connecting banks to QBO: Connect bank and credit card accounts to QuickBooks Online.

 

For more tips and other resources you can use in the future, I recommend visiting our website: Self-help articles.

 

Please post again in the Community or leave a comment in this thread if you have follow-up questions about Banking or anything else QuickBooks. I'm more than willing to help. Take care always.


I received an email that the problem has been resolved. I went in to reconnect to Singlepoint, and instead of updating my existing QB checking account, a new checking account was created and some of the missing transactions were downloaded, but only thru 11/4. Did this happen to anyone else? What do I need to do to connect these two accounts?

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