Merge data in two accounts

Kent Peterson
Kent Peterson Member
in Download, Add/Update Accounts (Windows)
How can I merge all data in two accounts (an old and a new credit card account)? Whenever I get a new credit card, I get a new CC number. Quicken creates a new account. But I want to merge all data into one account.

Answers

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
    Quicken Subscription HBRP - Windows 10
  • jrich75
    jrich75 Quicken Windows Subscription Member ✭✭✭✭
    If the new number is for an existing account, you shouldn't have to create a new CC account.   You can change the number of the original account and just continue adding data to that one account.

    Quicken user since 1995
    Win11 Deluxe Subscription thru 2024

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    When you get a replacement CC #, just deactivate One Step Update for the account, remove the account info on the Account Details window when you edit the account (Tools menu->Account List), then when you activate the new account #, make sure you select "link" and NOT "add".

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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