Banking
Hi there, alliejack.
Please know that any information our system receives is all dependent on what your Financial Institution shares with us.
When I use the www.singlepoint.usbank.com link, QuickBooks won't recognize the URL. Please see the attached screenshot below.
You may want to use the singlepoint.usbank.com link since the URL is supported by QuickBooks. See again the attached screenshot below.
If the US Bank has changed its URL, they need to allow QuickBooks to connect with their website. You may also send a request within your company file. Here's how:
- Go to Bookkeeping, select Transactions, then select Bank transactions, or go to Banking.
- Click Connect account.
- Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
- If you’re still unable to find your bank, select Request.
- Enter your bank's web address (URL) in the field provided, then select Request.
On the other hand, you can still bring in those transactions by downloading them from the bank's website. Then, manually import them to QuickBooks and categorize them like you usually do. Check out these articles as your guide.
- Manually upload transactions into QuickBooks Online
- Format CSV files in Excel to get bank transactions into QuickBooks
If you have other banking concerns, please don't hesitate to post again. I'm always around to help you.
