One Step Update - change user name for one of my accounts

Question

We use Quicken Deluxe/Windows 11.

Regarding One Step Update, I want to change the user name and password for one of our accounts.  As best as I can tell, Quicken allows me to change a password but not a user name.

I don't want to "add a new account" using the updated user name/pw because 1) it will duplicate transactions already in Quicken and, 2) I will lose years of data since not all history will transfer if I add a new account.

Seems to me Quicken would allow this as people may choose to change user name info throughout the years for various reasons.

I sure will appreciate your help in resolving.

Thank you.

FMLM · Answer

Hi Mark.  Thank you for inquiring.  I am happy to report that I clicking around on this site after I posted and there was a response to another post from Frank (I don't remember the exact user name).  Anyway, his response was excellent and I fixed my Quicken issue.

His instructions were to deactivate the account and then reactivate it using my preferred login, choosing 'link existing account'.  Perfect.

I will need to do this again for a different account and I will try your answer.

Thank you again.

Mark1104 · Answer

@fmlm - can you please very specific where you even see a 'user name' in one step update?????  an account has a customer ID and a password.  That customer ID is normally the username for your FI's website. you can certainly change that by hitting CNTL-A.