How to merge two Credit Card accounts

tonimoe
tonimoe Quicken Windows Subscription Member
edited March 2023 in Download, Add/Update Accounts (Windows)
I have the same credit card in two different accounts. it is Bank of America. Now that BOA updates into Quicken the new account overlaps the old BOA account. Can I combine these two accounts into the new BOA account?

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Your terminology is confusing.  What do you mean that you have the same card in 2 accounts?  Normally, a credit card is shown AS an account in Q ... not something held in an account.
    Are you saying that you're showing that card account twice, once old and once new?
    If so, how new? And which is connected for download?

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

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    See this FAQ to merge the two accounts into one, deleting any duplicates as needed.

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

  • tonimoe
    tonimoe Quicken Windows Subscription Member
    we have solved the problem. now that BOA can update wit quicken we ended up with the account showing up twice. the original account and now the account showed up a second time with the new BOA update. My wife copied and pasted and it worked. we just need to clean up a few duplicate transactions. Thank you for your replies. I appreciate the responses.
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