Downloaded transactions in wrong account

jaylin
jaylin Quicken Windows Subscription Member
edited March 15 in Download, Add/Update Accounts (Windows)

I downloaded a QFX file from my bank and apparently linked it to the wrong account in Quicken. How do I change the link so I can import to the right account? Thanks!

Best Answer

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    In the wrong account register, go to: Upper right Gear icon > Edit Account Details > Online Services tab > Deactivate.

    You might find it easier (i.e., not needing to delete transactions that were wrongly entered into that account) to restore a backup file from just before when this incorrect linking issue occurred.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    In the wrong account register, go to: Upper right Gear icon > Edit Account Details > Online Services tab > Deactivate.

    You might find it easier (i.e., not needing to delete transactions that were wrongly entered into that account) to restore a backup file from just before when this incorrect linking issue occurred.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • jaylin
    jaylin Quicken Windows Subscription Member

    Thanks! Didn't think of restoring a backup. Have to do some re-downloading, but easier than sorting it all out.

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