When Importing QFX to Update Accounts: Quicken Can't Find The Correct Account and Creates a New One

Hudtm60
Hudtm60 Quicken Mac 2017 Member ✭✭
edited April 2022 in Download, Add/Update Accounts (Mac)
I've had a work around for this for years but wondering if there's a more direct a way of doing it.
When I've let an account fall too far behind and is beyond automatic update (for example when setting up my girlfriends Quicken and it automatically will only go as far back as Oct 2020) and I need to update my account I download the appropriate dates (for example 1/2/2020 to 10/15/2020) a QFX file from BOA and then when I want to import it Quicken cannot find the account I want to put it in so I just create a new one and then drag the transactions over into the correct account. Just wondering if there is a way to make the transactions go directly into the right account?

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  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @Hudtm60

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. In this case you could get  the transactions to appear directly into the file by deactivating the account then adding the QFX file. This will let you choose the account so that you're able to import it directly. You would have to reactivate the account afterwards for download as well. I'll leave steps down below on how to do so.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Here you'll want to import the QFX file into the program so that you're able to select the account.

    Once you've imported them you should be able to follow the steps from the article down below in order to reactivate the account for download.

    https://www.quicken.com/support/reactivating-deactivated-account

    This should go over the steps required to import directly but it may be a bit more work than you're currently doing. Either way should work but let us know how it goes!

     

    Thanks,

    Quicken Francisco


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