How do I rearrange accounts across separate headings?

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Frank2
Frank2 Member ✭✭
The drag and drop function works well to rearrange the order of the accounts list within a specific heading, but it does not permit an account to be moved under a different heading in the accounts list. I wish to move a credit card account from "Banking" to "Business". Currently under "Business" I show only banking accounts. Wish to add the credit card associated with the business.

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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    @Frank2

    Yes - You indicated that you had a "Business" section, so I assumed you were running H,B & RP.  Probably wouldn't be cost effective to upgrade just for this particular issue.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited September 2022
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    Hi @Frank2

    This should be pretty easy.  Please follow these directions:

    1) Open up the credit card account and click on the little "Gear" icon in the upper right corner;
    2) Select "Edit account details";
    3) Click on the "Display Options" tab:
    4) In the "Account Intent" box (at the bottom) - change the second drop-down selection to "Business"

    Let me know if you have any followups and how that goes.

    Frankx 

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Frank2
    Frank2 Member ✭✭
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    Thanks for your input. I did try that, but do not have any option to choose "Business" under the Account Intent. I have only 2 options, "Credit" and "Liability".
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    Hi again @Frank2,

    You need to make the selection in the bottom drop down, not the top one.  The bottom has 3 options: "Personal" - which is the current selection, and either "Business" or "rental Property - select Business and you'll be good to go.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Frank2
    Frank2 Member ✭✭
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    This is what I got...
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
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    Which version of Quicken are you using?  I thought it was "Home, Business & Rental Property" - is that correct?  Also, is this a US version, or Canada, or something else?

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Frank2
    Frank2 Member ✭✭
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    Quicken Premier R43.20 US version...figured you were talking about a different version of Quicken.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    When you create a category with a business tax line Quicken Premier does turn on some Business functions, but not all.  This seems to be one that is different between the two editions of Quicken.
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  • Frank2
    Frank2 Member ✭✭
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    Apparently.... :(
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
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    @Frank2

    Yes - You indicated that you had a "Business" section, so I assumed you were running H,B & RP.  Probably wouldn't be cost effective to upgrade just for this particular issue.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Frank2
    Frank2 Member ✭✭
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    Thanks for sticking with me...I figured as much when I saw your recommendation and read your banner...two different versions...Quicken has some real quirky things about it, but still one of the better programs around.
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