Quicken Deluxe banking transactions problem

Hi, this is a long one. Tried 3 times to download transactions from CU. Nothing came through. Looked up the problem on the forum: Tools/Acct List/ etc……. In doing this “I” some gown managed to close my existing acct in QB and start a new register. How do I “undo” this?


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Go to your most recent backup which, hopefully, is the backup from "yesterday."
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Are you asking about QB QuickBooks or Quicken?  You sure the old acct register is really gone?  That would cause many problems. It might still be there.  Then you can probably move the transactions from the new acct to the old one.

    I'm staying on Quicken 2013 Premier for Windows.

  • JennyPB
    JennyPB Member
    I have the most recent backup so I’m good there. The original acct was closed, not removed and a new acct was set up. Can I copy the downloaded transactions that I haven’t uploaded yet, to the old account after I reactivate it?
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    @JennyPB, You never answered the question as to whether you're running Quicken or Quickbooks.
    The next to last sentence in your original post says "QB" ... and this is a Quicken forum ... and the 2 products aren't even close to being the same.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    (Assuming you are using Quicken)
    "Can I copy the downloaded transactions that I haven’t uploaded yet, to the old account after I reactivate it"
    That's a bit confusing.  I take that to mean that "yesterday" (the last backup before your problem) you did download into your CU Account, there were transactions that were sent, and settled into the Downloaded Transactions area under the register, and they were still there when the next day you opened Quicken and encountered (created?) the problem.  If that's correct then the easiest course of action is to open "yesterday's" backup, deal with the downloaded transactions, however they need to be dealt with, save the file as a good, up to date backup, and go from there. 
    That would seem to be the least amount of work.
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