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Can I merge duplicate credit card accounts
JanellHinton
Member ✭
I had a credit card stolen so I had to download the new account number.
Now there are duplicate entries. How can I merge these 2 accounts.
Now there are duplicate entries. How can I merge these 2 accounts.
0
Best Answer
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YES, but take a backup before you begin this.1) Deactivate the new account from download.2) Deactivate the OLD account from download3) Exit Q and restart Q4) Select all of the transactions in the new account, RIGHT click on any selected transaction and then select MOVE Transactions while specifying the OLD account as the target.5) Re-activate the OLD account for download, using the NEW card number.6) Double check for any duplicate transactions that might have been downloaded.7) Delete the NEW account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
-
YES, but take a backup before you begin this.1) Deactivate the new account from download.2) Deactivate the OLD account from download3) Exit Q and restart Q4) Select all of the transactions in the new account, RIGHT click on any selected transaction and then select MOVE Transactions while specifying the OLD account as the target.5) Re-activate the OLD account for download, using the NEW card number.6) Double check for any duplicate transactions that might have been downloaded.7) Delete the NEW account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
NotACPA - Thank you so much for your time and generosity in sharing your knowledge with me!
Be Well -
Janell0
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