Capital One downloading "new" accounts

shamrock_94
Quicken Windows Subscription Member ✭✭
I was having and issue with one of my Capital One accounts, so I deactivated the one step update for all Capital One accounts. Upon re-authorization, the accounts downloaded were not matched with existing quicken accounts. The accounts downloaded were added as new accounts, without the opportunity to match to current accounts. How can I connect new downloads to existing accounts?
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Best Answer
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After you deactivate the Online Services associated with an account register, I suggest you clear the name of the financial institution on the General tab of the Account Details window. To activate the Online Services, I suggest you select Tools > Add Account.... After you have authenticated, Quicken should provide a list of the accounts it obtains from the financial institution and allow you to link the accounts to the appropriate existing registers.
At this point you should either restore a Quicken file backup you saved before the new account was added, delete the new account, or merge the original account into the new account.0
Answers
-
After you deactivate the Online Services associated with an account register, I suggest you clear the name of the financial institution on the General tab of the Account Details window. To activate the Online Services, I suggest you select Tools > Add Account.... After you have authenticated, Quicken should provide a list of the accounts it obtains from the financial institution and allow you to link the accounts to the appropriate existing registers.
At this point you should either restore a Quicken file backup you saved before the new account was added, delete the new account, or merge the original account into the new account.0 -
That seemed to work thanks0
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