Capital One downloading "new" accounts

shamrock_94

I was having and issue with one of my Capital One accounts, so I deactivated the one step update for all Capital One accounts. Upon re-authorization, the accounts downloaded were not matched with existing quicken accounts. The accounts downloaded were added as new accounts, without the opportunity to match to current accounts. How can I connect new downloads to existing accounts?

Sherlock

After you deactivate the Online Services associated with an account register, I suggest you clear the name of the financial institution on the General tab of the Account Details window.  To activate the Online Services, I suggest you select Tools > Add Account....  After you have authenticated, Quicken should provide a list of the accounts it obtains from the financial institution and allow you to link the accounts to the appropriate existing registers.

At this point you should either restore a Quicken file backup you saved before the new account was added, delete the new account, or merge the original account into the new account.

Sherlock

After you deactivate the Online Services associated with an account register, I suggest you clear the name of the financial institution on the General tab of the Account Details window.  To activate the Online Services, I suggest you select Tools > Add Account....  After you have authenticated, Quicken should provide a list of the accounts it obtains from the financial institution and allow you to link the accounts to the appropriate existing registers.

At this point you should either restore a Quicken file backup you saved before the new account was added, delete the new account, or merge the original account into the new account.

shamrock_94

That seemed to work thanks