Changing account number in one step update

Question

My investment firm had to change some account numbers.  I was able to keep my account detail in Classic Premier.  I now need to edit the account number in One Step Update to get updates under my new account number but I cannot figure out how to do this.  For the moment I am manually entering transactions in Q from my investment firm.

NotACPA · Accepted Answer

You need to first disconnect the account(s) from download, then change the numbers and re-connect.

You can't change the account numbers while they're connected.

G STRAKA · Accepted Answer

Thanks for your quick, and accurate, response!  This worked well for the first two (of five) but not for the last three.  I will clear my head and restart everything to resolve(?) my issue.

G STRAKA · Accepted Answer

A clear head the next day completed the resolution of my issue.  This procedure is something I have not had to do in about 18 years.  Thanks again from a Quicken user since 1993!