How do I move a credit card account from one bank to another in Quicken?

ajreynolds
ajreynolds Quicken Windows Subscription Member
edited October 2022 in Download, Add/Update Accounts (Windows)
One of my credit cards was moved to a new bank. I deactivated the online service in the account in Quicken. When I try to set up online again, it just asks for user and password, not the website to go to. How do I change the website it connects to?
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Answers

  • ajreynolds
    ajreynolds Quicken Windows Subscription Member
    Please disregard. I finally figured it out. I downloaded a QFX file from the new bank and it allowed linking to the existing account.
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Another way would have been to go thru the "add account" process and at the appropriate time select "link" vs "add" and then pick the correct existing account.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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