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

jrobin0421

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

Quicken_Tyka

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

tmetaksa

This question would be of interest to me as well.

Quicken_Tyka

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