Merge data in two accounts
How can I merge all data in two accounts (an old and a new credit card account)? Whenever I get a new credit card, I get a new CC number. Quicken creates a new account. But I want to merge all data into one account.
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Answers
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Quicken Subscription HBRP - Windows 100
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If the new number is for an existing account, you shouldn't have to create a new CC account. You can change the number of the original account and just continue adding data to that one account.
Quicken user since 1995
Win11 Deluxe Subscription thru 20240 -
When you get a replacement CC #, just deactivate One Step Update for the account, remove the account info on the Account Details window when you edit the account (Tools menu->Account List), then when you activate the new account #, make sure you select "link" and NOT "add".
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list1
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