Hello @jillrc
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. If you wouldn't mind could we get a screenshot of what exactly is happening. This will give us a better idea of what is happening in-between the accounts. From there we'll see what we're able to do.
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows#latest
Thanks,
Quicken Francisco