How do I tranfer transaction between accounts in Quicken 2020
Options
whittlee
Member ✭
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.
Tagged:
0
Best 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 VP5
Answers
-
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 VP5 -
thanks hadn't thought of that, worked great1
This discussion has been closed.