Added account and is functional, but cannot get it to show up/link in transfer accounts list.

Been using Quicken since 2001. Recently switched from 2016 to current online version. Had 6 accounts in previous versions, when updated to current online version, added a 7th account. All the previous accounts are linked and can xfer between and it shows up on account being transferred to. Although new account is functional for transactions, it doesn't show up in the list of accounts when I select "xfer"? Thanks in advance


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    What type and what name is that 7th acct?

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • blferg
    blferg Member
    It’s a checking account, simply named the account number
  • UKR
    UKR SuperUser ✭✭✭✭✭

    Please go into Edit Account Details for the new account. Select the Display options tab.
    In the box titled “Account display” do any of the 3 checkboxes contain a checkmark?
    If yes, click the checkmark(s) to remove it. Click OK to save changes.
    Your new account should now be available to be selected as category in a transfer transaction.

  • blferg
    blferg Member
    Thanks for the reply. None of the boxes were checked.
  • UKR
    UKR SuperUser ✭✭✭✭✭

    Hmmm … that's a puzzle.
    Please show us image snapshots of Tools / Account List scrolled to show the new account (make sure that “show hidden accounts” at the bottom of the view has a checkmark). Also show a register transaction with the category pulldown list open, showing all transfer accounts.

    How do I post a screenshot in the community from windows

    How do I post a screenshot in the community from a mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.