New connection requirements with Merrill and others

dmosley

Hello,

When I update the connection, rather than merge the account with an existing account I already have in Quicken it adds it as a new account with a limited set of transactions. Is there a way to merge the new and old accounts so I have all of my transactions in one place and don't need to update all of my reports?

Thanks.

David

NotACPA

A bit more info is needed.

When you do TOOLS, Account List … what shows in the "Transaction Download" column adjacent to both the old and new accounts?