QFX Won't Import Into Correct Account

Rek Cutrer

Importing a .qfx file has worked for all of my accounts, but one credit card. When I go-->import-->choose file name--> I receive a dialogue that says "1 Account Found" and gives it an "Account Name" "Line of Credit" that is not an account I use, and offers me to choose a "Type" and give it a "Quicken Account Name". If I do so it creates a new account. I need it to import into an existing account, but cn find no way to do that. Any help?

RickO

Go to the target account's settings (menu Accounts > Settings) and make sure it's not already a connected account in the top section. If it is, click Troubleshooting then Deactivate Downloads. Next time you import the QFX, it should offer the account as one to connect to.

If this doesn't work, you could let it create a new account, then drag and drop the transactions from the new to the existing account. But you would probably have to do this every time, which would become annoying.

RickO

Go to the target account's settings (menu Accounts > Settings) and make sure it's not already a connected account in the top section. If it is, click Troubleshooting then Deactivate Downloads. Next time you import the QFX, it should offer the account as one to connect to.

If this doesn't work, you could let it create a new account, then drag and drop the transactions from the new to the existing account. But you would probably have to do this every time, which would become annoying.

Rek Cutrer

That's what I needed--drag and drop. Thank you!