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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Problem with accounts--Quicken created a new account for my credit card
Nicole
About 3 weeks ago I there was a glitch with downloading transactions for my credit card. To resolve it I had to delete the online connection information and re-enter it for the account. Turns out that Quicken created a new account for the credit account and has been downloading all new transactions into the new account. Since I have several years of transactions, it is inconvenient to have them spread across 2 accounts. How do I rectify this situation? Running on Windows 10 and the app just updated to version R25.21.
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Accepted answers
Tom Young
When you deactivated the online connection and then re-activated it you selected the "Add" Account option instead of the "Link" Account option.
Deactivate the new Account, make a backup of your file, then move all the transactions in the new Account to the correct old Account. Here's the Quicken Help information about moving transactions:
What if I entered a transactions in the wrong account and need to move it?
There are several ways to move transactions from one account to another.
You can copy and paste them one by one.
You can use SHIFT + click to select several transactions, and then choose Edit menu > Transaction > Move transaction(s) (available only in banking registers).
You can
copy
transactions to the correct account and delete them from the original location.
If you want to move transactions into asset and loan accounts (including house and vehicle), credit card accounts, and cash accounts, you can
copy a group of them
to a QIF file, and then
import
the QIF file to the new account. If you've purchased Quicken Home & Business, you can also use QIF to move transactions into accounts payable accounts and invoice accounts. Note that QIF import is not available to import transactions into individual checking, savings, 401(k), or any other brokerage accounts. To import transactions into these accounts, see the
improved download solution
replacing QIF.
Then activate the old, correct Account for downloading. Make sure you specify the "Link" action, pointing to the correct credit card Account.
All comments
Tom Young
When you deactivated the online connection and then re-activated it you selected the "Add" Account option instead of the "Link" Account option.
Deactivate the new Account, make a backup of your file, then move all the transactions in the new Account to the correct old Account. Here's the Quicken Help information about moving transactions:
What if I entered a transactions in the wrong account and need to move it?
There are several ways to move transactions from one account to another.
You can copy and paste them one by one.
You can use SHIFT + click to select several transactions, and then choose Edit menu > Transaction > Move transaction(s) (available only in banking registers).
You can
copy
transactions to the correct account and delete them from the original location.
If you want to move transactions into asset and loan accounts (including house and vehicle), credit card accounts, and cash accounts, you can
copy a group of them
to a QIF file, and then
import
the QIF file to the new account. If you've purchased Quicken Home & Business, you can also use QIF to move transactions into accounts payable accounts and invoice accounts. Note that QIF import is not available to import transactions into individual checking, savings, 401(k), or any other brokerage accounts. To import transactions into these accounts, see the
improved download solution
replacing QIF.
Then activate the old, correct Account for downloading. Make sure you specify the "Link" action, pointing to the correct credit card Account.
Nicole
Thank you! Since it had been less than a month since I created the duplicate account, I backed up Quicken, deleted the duplicate account, restarted my laptop, then linked the old account to my credit card company using Link to existing account rather than Add new account. This seemed to work, after downloading, the new transactions now appear in the correct account. Since I had quite a few transactions, it was easier than copying them.
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