How do I change the bank for an existing account?

Chas2298
Chas2298 Quicken Windows 2017 Member
edited December 2023 in Download, Add/Update Accounts (Windows)

Bank was acquired. Trying to change the bank on existing account. Followed the steps but did not work.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Chas2298,

    In order to better assist you further, could you please provide the names of both the previous bank as well as the new bank? Also, please specify which steps you have tried so far.

    Check back and let us know! Thank you.

    -Quicken Anja
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