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David330
March 23, 2022
Question

US Bank SinglePoint

  • March 23, 2022
  • 2 replies
  • 53 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?

D
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.

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
November 30, 2022

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?


Hello there, @Anna-G.

 

You can merge the two accounts in QuickBooks. Please know merging accounts is permanent. You can't undo this later on. When you merge an account, all the data moves into the one you want to keep and removes the duplicate. 

 

Here's how:

 

  1. Click Accounting on the left menu and select the Chart of Accounts tab.
  2. Look for the bank account you want to merge.
  3. Click the drop-down arrow next to View register and select Edit.
  4. Change the account name and select Save and Close.
  5. You'll be prompted to merge the accounts. Select Yes to confirm the action.

 

For more details, see this article: Merge accounts, customers, and vendors in QuickBooks Online. 

 

Also, I'd suggest contacting our Customer Support Team. They can further investigate why it creates new checking account instead of updating. Just follow the steps shared by my colleague FritzF  on how to reach them.

 

Once done, QuickBooks will automatically download the most recent available transactions. After that, you can categorize, match, or add them to the bank register.

 

Drop a comment below if you have further questions. I'm always here to help. Have a good one!

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