Skip to main content
January 19, 2025
Question

Qbdt web connect credit card transactions

  • January 19, 2025
  • 1 reply
  • 0 views

I purchased moneythumb onetime purchase. It’s easy to use and set up however I am about to lose my mind because when I go to import it says

  • "QuickBooks is unable to verify the Financial Institution information for this download."

If I could just figure out how to resolve this issue I would 100% recommend moneythumb. I can not tell you how many hours of my life I have spent trying to resolve this. I use qbdt 2024 enterprises for contractors and I am trying to import a years worth of credit card transactions one month at a time using the web connect so that I can assign the correct accounts to each transaction and set up rules for future imports. Fifth Third corporate credit card with multiple sub accounts but only interested in uploading everything under one credit card account since moneythumb allows me to select the card user and add there name too the end of the memo line. If anyone knows how to resolve this error I continue to receive, I would be so appreciative of your help. Fingers crossed.

1 reply

January 19, 2025

Hello Leslie_P,

 

It appears that there is a duplicate post that my colleague KimberlyS has already addressed. You can review the resolution KimberlyS suggested by following this link: Import credit card transaction using MoneyThumb in QuickBooks.

 

Should you still face any challenges with importing credit card using MoneyThumb in QuickBooks, please do not hesitate to visit our Community for more assistance. We are here to support you every step of the way.