New connection requirements with Merrill and others

dmosley
dmosley Quicken Windows Subscription Member
edited August 22 in Download, Add/Update Accounts (Windows)

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

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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