Lost credit card

Daniel Borowicz
Daniel Borowicz Member ✭✭
I had to reissue a new card do to a fraudulent activity.
I made the mistake of just creating a new account. Now I have the old account that is never used (except in reports). I due want the old transactions for reports and history.
Is there a way to merge the two accounts?
Using Quicken deluxe, windows 10 both up to date
Quicken 2016 Deluxe R19.5, Windows 10

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Daniel Borowicz,

    Thank you for reaching out to the Community with your question.

    Rather than merging the 2 accounts together. It may be easier and a quicker/smoother process for you to simply delete the new account that was created and then reconnect the new credit card with the old account you already have set up in Quicken.

    To delete the new account, simply right-click the account name and select Edit/delete account then click Delete account in the bottom left corner and follow the prompts to confirm the deletion.

    After that, to reconnect to the old account, please navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

    I hope this helps!
    -Quicken Anja
  • Daniel Borowicz
    Daniel Borowicz Member ✭✭
    Thanks, but this happened over a year ago so there is a lot of history that may not transfer over
    Quicken 2016 Deluxe R19.5, Windows 10
  • splasher
    splasher SuperUser ✭✭✭✭
    See this FAQ for the right way to do it: FAQ - Moving Transactions
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Daniel Borowicz
    Daniel Borowicz Member ✭✭
    Thanks that seems to work.
    Quicken 2016 Deluxe R19.5, Windows 10
This discussion has been closed.