Quicken updates- Chase

AnnieM · September 2022

I keep getting prompted to update Chase accounts but when I do I can’t sync with existing accounts (I tried) so new accounts are set up with years of transactions!
I keep restoring backups and trying again,but the same thing happens!
Please help!

Chris_QPW · September 2022

I wouldn't fight it. Instead I would just use this procedure to move the missing transactions from the old account to the new one, and then delete the old account:
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken

Chris_QPW · September 2022

Actually let me reframe that. Since the transactions in the old account are already categorized and reconciled, I would delete any duplicate transactions in the new account before moving all the transactions in the old account to the new one.

Quicken updates- Chase

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