How do I tranfer transaction between accounts in Quicken 2020
whittlee
Member ✭
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.
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Best Answer
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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?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
-
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?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
thanks hadn't thought of that, worked great1
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