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David330
March 23, 2022
Question

US Bank SinglePoint

  • March 23, 2022
  • 2 replies
  • 44 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.

K
Kevin_CModerator
Moderator
December 7, 2022

Has anyone found a work-around for this other than entering the transactions manually?  In SinglePoint, is there a way to download transactions to upload to QBO?  I haven't found one - but maybe someone else knows something?


Thanks for joining this thread, @Michele D.

 

I'm here to assist you with manually uploading your transactions into QuickBooks Online (QBO).

 

We can import a CSV file format of your bank statement from your bank's website to continue bringing your transactions to the QuickBooks program. Let me show you how:

 

  1. Sign in to your bank's website and follow the instructions to download the CSV files (maximum file size of 350KB). Every financial institution has different steps.
  2. Ensure to download only those transactions that haven’t been downloaded to your account to avoid duplicates.
  3. Once done, go to the Banking menu on the left pane.
  4. From the Banking tab, select the blue tile for the account to which the transactions will be uploaded.
  5. Choose the Link account drop-down arrow, and then click Upload from file.
  6. Tap on Browse and select the file you downloaded, then select Continue.

  7. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then click Continue.
  8. Match the columns on the file with the correct fields in QuickBooks, then choose Continue.

  9. Select the transactions you would like to import, then click Continue.
  10. Tap on Yes, then click Done.

 

For more information about this process, you can visit this article: Manually upload transactions into QuickBooks Online.

 

On the other hand, I suggest reaching out to our Customer Care Team so they can keep you updated on any updates about the issue. By doing this, they can add you to the list of affected users and notify you via email of the resolution updates.

 

Additionally, here are some articles that you can read to help speed up the review process of your online bank transactions:

 

 

I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Have a good one!

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