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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
When I did Bank of America reauthorization, it created a new account. Do I delete old acct?
Ferne Fedeli
See Question. I now have 2 Bank of America accounts, so assume I need to delete my old account. Also, when I attempted a download today, the Bank of America message again came up asking for reauthorization? Do I do it again?
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Accepted answers
Quicken Anja
Hello
@Ferne Fedeli
,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
Before deleting the old account, I advise that you move your transaction history from the old account to the new account first by following the instructions provided below.
Click the transaction to select it, click the
Edit gear icon
in the transaction (on the right side of the entry), and then choose
Move Transaction(s)
. To select multiple transactions, hold the
Shift
key as you select them, then right-click to choose
Move Transactions
.
Choose the Move to account from the drop-down menu.
Click
OK
.
Once your transaction history has been moved, you can then delete the old account by navigating to
Tools > Account List
. Click
Edit
for the account that needs to be deleted. In the Account Details windows, click
Delete Account
on the bottom left, then type
Yes
to confirm and click
OK
.
I hope this helps!
All comments
Quicken Anja
Hello
@Ferne Fedeli
,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
Before deleting the old account, I advise that you move your transaction history from the old account to the new account first by following the instructions provided below.
Click the transaction to select it, click the
Edit gear icon
in the transaction (on the right side of the entry), and then choose
Move Transaction(s)
. To select multiple transactions, hold the
Shift
key as you select them, then right-click to choose
Move Transactions
.
Choose the Move to account from the drop-down menu.
Click
OK
.
Once your transaction history has been moved, you can then delete the old account by navigating to
Tools > Account List
. Click
Edit
for the account that needs to be deleted. In the Account Details windows, click
Delete Account
on the bottom left, then type
Yes
to confirm and click
OK
.
I hope this helps!
Ferne Fedeli
Thanks for the help.
Quicken Anja
You're welcome!
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