How do I edit account number in deactivated credit card account set up for QFX download?

Challenged
Challenged Quicken Mac Subscription Member

I am recently widowed and am learning Mac while at the same time learning Quicken Classic Deluxe version 7.6.1. My credit card had fraudulent activity so the bank canceled it. My husband has a set up where he downloaded QFX files daily from our bank. From the menu bar I clicked on Accounts / Settings / Downloads and can see the old credit card account number set up. However I'm unsure on next step to update to new account information. There is no edit button, just a change connection and disconnect account buttons. Can someone please give me correct steps to go in and edit account number so I can continue to download the QFX file from the new account? Thanks very much.

Best Answer

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    First, my condolences for your loss.

    My husband has a set up where he downloaded QFX files daily from our bank. 

    Just in case it's not apparent, there's no need for you to do this daily unless you want to review the transactions daily. You can do this weekly, or every few days, or on any irregular schedule you wish, and Quicken will pull in all the transactions since your last import.

    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    First, my condolences for your loss.

    My husband has a set up where he downloaded QFX files daily from our bank. 

    Just in case it's not apparent, there's no need for you to do this daily unless you want to review the transactions daily. You can do this weekly, or every few days, or on any irregular schedule you wish, and Quicken will pull in all the transactions since your last import.

    Quicken Mac Subscription • Quicken user since 1993
  • Challenged
    Challenged Quicken Mac Subscription Member

    Thank you RickO and Jacobs. When I opened the QFX, it gave me the option to connect it to the existing account so I'm all squared away now. I really appreciate the help from both of you. Thank you.

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