Question

US Bank SinglePoint

Forum|Forum|4 years ago
March 23, 2022
2 replies
47 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?

D

dr deb12

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

KyleCFO

Following a solution to this issue.

My bank was bought by US Bank and now our business bank accounts are through Single Point.

QBO link is requesting a personal ID and password, but I only have the company ID, user ID, and none of any combination help to connect.

I'm not looking forward to downloading transactions manually every single day.

Hi @EstherW, our bank (Union Bank) just got acquired by US Bank. Still trying to navigate SinglePoint.

However, I just found how to link to QBO.

In the "link bank", instead of searching for "U.S. Bank" search for "SinglePoint".

The result will be "SinglePoint (U.S. Bank Commercial Internet Banking)"

That's the one you need and your login credentials should work.

Sign up

Login with SSO

Let's get you signed in

Login with SSO