How do I tranfer transaction between accounts in Quicken 2020

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• Mute

whittlee Quicken Mac Subscription Member

March 2020 in Registers & Transactions (Mac)

I recently moved my accounts between brokerages and I would like to transfer all of the cost lot information instead of starting from scratch and see now way to do this. thanks for the help.

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Best Answer

• 

  NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2020 Answer ✓

  Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?
  

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

  5

Answers

• 

  NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2020 Answer ✓

  Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?
  

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

  5
• 

  whittlee Quicken Mac Subscription Member

  March 2020

  thanks hadn't thought of that, worked great

  1

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