One step update - old accounts listed

rmdenmark

I had a problem updating a bank account. Support had me delete the account, reinstate it and merge the two - this worked fine. However, when I open one step update, both account names are listed - of course the old one doesn't work. That account is not listed in the account list, but it does show up in the update list. How can I delete it?

Boatnmaniac

Make a backup of your data file before proceeding so you can recover it if something goes wrong.

Sometimes Quicken will set up a temp account when it encounters something it doesn't know how to deal with.  These temp files will be hidden and not show up in Account List.  To find that account:

1. On the OSU Summary, beneath the Financial Institution name, click on the blue underlined link showing how many accounts were updated. 
   
2. In the popup, click on the blue font account name that you wish to delete.  This will take you to the account register for that account.

The following process will delete all the account data.  It will also break any links you might still have in that account with other accounts (i.e., transfers).  Since you've already merged the accounts, I don't think you'll see any transactions remaining in this register but if you do you'll want to review them to see what, if any, category transactions might need to be modified to prevent messing up balances in your other linked accounts. 

Once you have completed that:

1. Click on the Gear icon in the top right of the register and then click on Edit Account Details.
2. At the bottom left of the General Tab of Account Details, click on "Delete Account".
3. Type in "yes" and click on OK.

Then double check your other accounts to make sure the balances in them were not adversely affected by this.

Let me know if this fixed your issue.

Boatnmaniac

Make a backup of your data file before proceeding so you can recover it if something goes wrong.

Sometimes Quicken will set up a temp account when it encounters something it doesn't know how to deal with.  These temp files will be hidden and not show up in Account List.  To find that account:

1. On the OSU Summary, beneath the Financial Institution name, click on the blue underlined link showing how many accounts were updated. 
   
2. In the popup, click on the blue font account name that you wish to delete.  This will take you to the account register for that account.

The following process will delete all the account data.  It will also break any links you might still have in that account with other accounts (i.e., transfers).  Since you've already merged the accounts, I don't think you'll see any transactions remaining in this register but if you do you'll want to review them to see what, if any, category transactions might need to be modified to prevent messing up balances in your other linked accounts. 

Once you have completed that:

1. Click on the Gear icon in the top right of the register and then click on Edit Account Details.
2. At the bottom left of the General Tab of Account Details, click on "Delete Account".
3. Type in "yes" and click on OK.

Then double check your other accounts to make sure the balances in them were not adversely affected by this.

Let me know if this fixed your issue.

rmdenmark

Thanks Boatnmaniac - that seems to have worked. Turns out there was a dormant creditline attached to the bank account that wasn't brought over as part of the account. I just deleted it - I'll deal with adding it back if it's ever needed.

Thanks again,
b

Boatnmaniac

Thanks for getting back to me.  Good to hear that it worked for you.