Updating credit cards

BecM
BecM Member ✭
edited February 2022 in Download, Add/Update Accounts (Windows)
Two different credit card companies have changed how they send info. With the newest version of Quicken I am supposed to update their info. When I go to accounts to re-set them up I would like to link them to the Account names that I am already using. Not all of my credit card account names are listed to choose from. How do I then link them?

Answers

  • Sherlock
    Sherlock Member ✭✭✭✭
    I suggest that you deactivate the Online Services of all of the registers associated with the financial institution and clear the financial institution name field on the General tab.  After you have deactivated the Online Services of all of the registers associated with the financial institution and cleared the financial institution name field,  select Tools > Add Account....  After you have authenticated, Quicken should provide the list of the accounts it obtained at the financial institution and allow you to link them to the appropriate existing registers.
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