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How can I change my accouint number but contimue using the same Quicken file

I have to change my checking account to a new number. I want to continue using the Quicken data from my old account and just append new account transactions top former account transactions. How do I do that?

Answers

  • Copnrad Masterson
    Copnrad Masterson Member
    edited February 16
    [Removed - Duplicate]
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    The fact that you haven't been able to change the account number suggests that the account is setup to download from your bank.
    SO, the 1st thing that you need to do is to disconnect that account from download.
    Then, you'll be able to delete the account number in the "Account Details" dialog.
    Next, re-connect the account for download ... but when you get asked how to connect the (new) online account with Q, BE SURE to select LINK and use the dropdown to select your existing account.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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