New bank for American Airlines Advantage card

stuckyville

A couple of months ago my wife received notice that her AA Advantage card was moving from Barclay's to CitiCard. Until she received her new card she was to continue using the old. Payments were to be sent to Citi using the old account/card number. I was able to make the appropriate changes in Q., including setting up a new on-line payee for Citi, and verified by sending a small 'test' payment. Q. sent the necessary online payee info to my bank, and was properly reflected on the bank's website. Payment was properly made, cleared and reconciled in Q. So far so good, just wait for the new card to arrive.

The new card, with new account number arrived today. I started to make the necessary changes in Q. First, I discovered that for the account itself, the account number was already correct (shown as 'xxxxxx****' where '****' is actually the last four of the account number. But when I tried to edit the 'online payee', it wouldn't let me change the account number, and if I tried to add a new online payee, it rejected, saying I already had one by that name - even after succesfully deleting the existing online payee. FWIW, there is a pending payment made, but not yet cleared.

Quicken Carlos

Hi @stuckyville,

Thanks for reaching out to the Quicken Community!

Based on the information you provided, it appears that the issue may be related to pending transactions. Pending transactions can sometimes prevent certain actions from being completed until they have fully cleared and posted to the account. I recommend waiting until the transaction has cleared and is no longer showing as pending. Once it has been posted, please try the steps outlined in our support article again.

Deleting Online Payees

1. Open the Online Payee list in Quicken.
2. Select the payee you want to delete, press the CTRL key, and click Delete.
3. Click Yes or click OK to the confirmation prompt.

NOTE: You can only delete a Payee if there are no pending or scheduled payments for that Payee.  If you're unable to delete an online Payee or Payment, be sure to verify that these transactions are NOT pending or scheduled under Tools > Online Center > Payments. Anything listed as "Scheduled for delivery" is a pending payment, and the payee cannot be edited until the payment is processed.  

If you delete a Payee, any transactions associated with the Payee will remain in your register.

What if a deleted payee reappears in my Online Payee List?

You may notice that after you've deleted an online payee, the payee reappears in your Online Payee list.

This may happen if your payment processor doesn't allow you to delete online payee information. In this case, Quicken adds the payee back to your Online Payee List. This way, Quicken maintains a complete list of all your online payees.

I hope this helps!