HowDo I Merge 2 Credit Card accounts

jerryandshari
jerryandshari Quicken Windows Subscription Member ✭✭
edited January 2022 in Registers & Transactions (Windows)
One card was cancelled due to fraud. Citi Visa issued replacement card with new number. I cant seem to get Quicken to merge the two accounts because I can't: (1) Auto Update with correct UN and PW, (2) export QFX from Visa and import into Quicken for former card number.

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  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited December 2021
    Normally, all we need to do is deactivate the Online Services of the account of the account, and, when we subsequently enable the Online Services, Quicken allows us to link the account obtained from the financial institution with the existing register.  If you have inadvertently added the register, you may want to review: FAQ: How Do I Move Transactions Between Quicken Accounts?
  • jerryandshari
    jerryandshari Quicken Windows Subscription Member ✭✭
    Answer ✓
    Thank you. Sounds good.
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