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Download transactions wrong CC

treasur2

I've downloaded a separate file to enter into cc account. But Q as assigned (matched) with with old CC account that is now closed. So entries are years off.

How can I (or can I) delete or disconnect the imported list from CC 1, so then can import to CC 2, and correct CC?

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Boatnmaniac

OK. Then you might want to try doing the following:

Backup your data file before proceeding.
CC1 Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > OK.
In the CC1 Account Register: If all transactions do not have a cleared status of R, change them all to R.
In the tab below the CC1 Account Register with all the downloaded new transactions: Click on Accept All.
Do not Reconcile the Account Register.
Click on the C column header so that all c transactions (the ones that were just added) are sorted together at the top of the register.
Left click on the 1st c transaction.
Scroll down to the last c transaction and while holding down the Shift key left click on it. This will shade all of those transactions.
Right click anywhere on the shaded transactions.
Click on Delete and then click on Yes. This should remove all of those 148 newly entered transactions from the Account Register.
Click on the Date column header to get it sorted by date, again.

Now, go to Add Account or Set Up Now and set up the downloads for CC2, making sure to LINK the downloaded data, when prompted, to the CC2 account already in Quicken.

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Boatnmaniac

Account Register of CC1 > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > OK > delete each of the transactions in the register that were incorrectly imported into the account.

Then, if you saved that separate (QFX) file on your computer:

Right click on that file and run/open it with Quicken.
When prompted be sure to Link the imported data to the correct CC2 account.
With future manual downloads Quicken should automatically open the QFX file and import it into the CC2 account.

If you did not save the QFX file to your computer: You can download the QFX file from your online CC2 account, again, making sure to Link it to the correct CC2 account when you import it into Quicken.

Did that answer your question?

treasur2

The transactions have…not…been imported. Only downloaded, put appear in the "downloaded transactions" window at the bottom. How to get rid of that?

UKR

How about

accept all transactions into the incorrect CC register (assuming "CC1" here)
block-select all imported transactions to highlight them
right-click one of the highlighted transactions
from the popup select "Move transactions"
select the CC2 register as the Move-to destination. Select OK
Review and fix up all transactions, as needed: Payee Name, Category, Memo
Done

For future transaction downloads, do make sure that CC1 has been deactivated from downloading and CC2 has been activated and correctly linked to the bank's account instead.

Boatnmaniac

https://community.quicken.com/discussion/comment/20508195#Comment_20508195

To remove those transactions that have been downloaded and imported but not yet entered into the account register is a pretty easy process: In that tab below the register, you can right click on each transaction and then click on Delete Transaction. Repeat this process for each imported but not yet entered transaction in that tab beneath the account register that you want deleted.

If you have a lot of transactions to delete, there is a way to delete them all in bulk but it might take a bit more set up time to complete it. But otherwise this process works well. Let me know if you have a lot of transactions to be deleted and I'll tell you how to do that.

When done with that::

Account Register of CC1 > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > OK.
Tools > Add Account > select the financial institution for CC2 > Next > follow the prompts > when prompted make sure to Link the imported data to the correct CC2 account.

Did this answer your question?

treasur2

Yes. I'm aware how to delete one at a time. I have ….148

Boatnmaniac

OK. Then you might want to try doing the following:

Backup your data file before proceeding.
CC1 Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > OK.
In the CC1 Account Register: If all transactions do not have a cleared status of R, change them all to R.
In the tab below the CC1 Account Register with all the downloaded new transactions: Click on Accept All.
Do not Reconcile the Account Register.
Click on the C column header so that all c transactions (the ones that were just added) are sorted together at the top of the register.
Left click on the 1st c transaction.
Scroll down to the last c transaction and while holding down the Shift key left click on it. This will shade all of those transactions.
Right click anywhere on the shaded transactions.
Click on Delete and then click on Yes. This should remove all of those 148 newly entered transactions from the Account Register.
Click on the Date column header to get it sorted by date, again.

Now, go to Add Account or Set Up Now and set up the downloads for CC2, making sure to LINK the downloaded data, when prompted, to the CC2 account already in Quicken.

treasur2

I imported, moved. Then bulk deleted. Thanks