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

jrobin0421
Quicken Mac Subscription Member ✭✭
They changed account numbers but I don't want to loose years of records
Tagged:
0
Best 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
~~~***~~~-1
Answers
-
This question would be of interest to me as well.0
-
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
~~~***~~~-1
This discussion has been closed.
Categories
- All Categories
- 24 Product Ideas
- 28 Announcements
- 202 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 743 Welcome to the Community!
- 618 Before you Buy
- 1.1K Product Ideas
- 50.6K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub