closed my Checking account

rapj1

I mistakenly closed my Checking account on Quicken and it cannot be reopened. is there anyway to safely delete this account from Quicken (and not my bank) and recreate the account history of transactions?

Greg_the_Geek

Move all the transactions from the old account to a new account and delete the old account. Manually create the new account without Online Services. Make a backup first!

Greg_the_Geek

The easiest way to recreate the account is by restoring the backup from before you closed the account or you could try creating an new account and move the transactions to that account. Make sure you create a backup first.

rapj1

I created a back up. how do I create a new account. I tried and Quicken recognizes the last 4 of the account (xxx1234) and didn't allow.

Greg_the_Geek

You need to deactivate Online Services for the closed account.

rapj1

Greg
The "closed" is my current active checking account which was closed by mistake. I cant reopen a closed Quicken account. I need a way to renaming the OLD "Checking account" and syncing to the bank.

Greg_the_Geek

It would be easier to just restore a backup.

rapj1

Greg
I'm not sure I follow "restore backup"..
my back up is to 10-29-18.
I have to manually record all my checking account transactions to quicken from Nov 2018 to present and I'm still unable to save the new records or sync to the bank

Greg_the_Geek

Don't you make regular backups of your Quicken data file? Have you checked the BACKUP folder that's a sub-folder of the Quicken folder?

rapj1

That answer is No.
playing catch up today

Greg_the_Geek

When did you close your Checking account?

rapj1

Sorry Greg, been away from the computer since Saturday.
I don't know

Greg_the_Geek

In the last week, last month, last year? Have you checked C:\Users\<Username>\Documents\Quicken\BACKUP for a backup from before you closed the account?

rapj1

maybe 10 months ago

Greg_the_Geek

Move all the transactions from the old account to a new account and delete the old account. Manually create the new account without Online Services. Make a backup first!

rapj1

I'll try that tonite. Thanks

UKR

And now that horse is out of the barn, so to speak ... do set up Quicken to take regular backups of your Quicken data file every time you close Quicken.

How to properly set up Quicken Backup
How to make Quicken create a backup for you automatically every time you close Quicken

For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken

Review the backup settings available in Quicken (under Edit / Preferences / Backup).

In there you will find two types of backup: Automatic and Manual Backup.

Automatic Backup should be enabled and always goes to a \Backup folder that's part of the folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [5] (or more, your choice) backup copies.

To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

Click OK to save the changes.

From now on, when you close Quicken using the red X button, you will get a popup window.

When you get this window for the first time, on some versions click the radio button for "Backup on my computer".
Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2017-04-01.QDF-backup
or use the Change button and work your way through the dialog.

Do not change the filename portion! Just overtype the drive letter and choose a backup folder name. If the folder does not exist, it will be created.

Also choose the option to "Add date to backup file name".

Every day when you run Backup or close Quicken, an additional backup file is created. Without the Add Date option you only have 1 backup copy which is overwritten every day ... and that may prove bad in a problem recovery situation.

Allow this backup to run to save the changes made on the screen.

Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

One can never have enough backups of your Quicken data file. BTDTGTS!