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deleting 2/3 Schwab accounts

KEITH34

Hello,

I was imported one Schwab account into my quicken and I inadvertently also imported information from two other accounts. Any ideas about how to get rid of those accounts in quicken with out the information for those two accounts being continuously updated?

Thanks

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Accepted answers

Chris_QPW

First off I would point out to people responding here that this is a Mac thread. It seems to me Windows answers are being offered.

I don't use Quicken Mac so I can't state what the procedures are, but it seems that the statement is that even though there are multiple accounts online, @KEITH34 only wants one of them. If this is the case it should be just a matter of deleting the accounts you don't want in Quicken.

All comments

NotACPA

I don't understand. If you delete those 2 accounts HOW would they get updated in any form or fashion?

Boatnmaniac

So you have 3 different Schwab accounts set up in Quicken and you want only one of them to be updating with Quicken?

You have a couple of options.

1) If you want to simply stop the two accounts from updating but want to keep those accounts in Quicken: For each of those two accounts -- Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate.

2) If you want to delete those two accounts from Quicken entirely: For each of those two accounts -- Account Register > upper right Gear icon > Edit Account Details > any tab > Delete Account (lower left corner) > Yes > OK.

After you do either of these things, only the 1 Schwab account you want to update will be updated in the future.

Chris_QPW

KEITH34

Thanks! As best as I can tell deleting the accounts worked. Sorry for the dumb question and thanks for the help!

Keith