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How do I change account number so it syncs with my financial institution?

They changed account numbers but I don't want to loose years of records

Best Answer

  • Quicken_TykaQuicken_Tyka Moderator mod
    edited December 2020 Accepted Answer

    Hello @jrobin0421 and @tmetaksa

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    Quicken does not offer the ability to manually enter an account number to connect. Instead, you will need to deactivate and reactivate the account and select the new account to link to your account in Quicken.

    If you need assistance deactivating and reactivating, please take a moment to review the steps and information available here.

    Please let me know how it goes!

    -Quicken Tyka
    ~~~***~~~

Answers

  • tmetaksatmetaksa Member
    This question would be of interest to me as well.
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited December 2020 Accepted Answer

    Hello @jrobin0421 and @tmetaksa

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    Quicken does not offer the ability to manually enter an account number to connect. Instead, you will need to deactivate and reactivate the account and select the new account to link to your account in Quicken.

    If you need assistance deactivating and reactivating, please take a moment to review the steps and information available here.

    Please let me know how it goes!

    -Quicken Tyka
    ~~~***~~~
This discussion has been closed.