How do I tranfer transaction between accounts in Quicken 2020

whittlee

I recently moved my accounts between brokerages and I would like to transfer all of the cost lot information instead of starting from scratch and see now way to do this. thanks for the help.

NotACPA

Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?

NotACPA

Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?

whittlee

thanks hadn't thought of that, worked great