Change Connection Method

hugh_mul
hugh_mul Member ✭✭✭
edited December 2022 in Download, Add/Update Accounts (Windows)
When Chase changed to Express Web Connect they added a new account. The old account has 1,361 transactions, the new has 12. Rather than move the numerous old transactions into the new account (which didn't work when Schwab converted), can I change the connection method for the old account from Direct Connect to Express Web Connect without complications?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Yes, you should be able to:
    1) Take a backup, just in case
    2) disconnect BOTH accounts from download
    3) reconnect the old account, which should default to EWC
    4) move transactions from new account to old
    5) delete new account

    With the change in connection method, some duplicates may download into the old account.  Be on the lookout for them.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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