Chase reauthorization creates duplicate account

Question

I have reauthorized my Chase accounts and ended up with two accounts: one is the original going back years and it updates properly, AND a duplicate which updates properly but only goes back a few months.  I want to get rid of the duplicate.  Do I delete it or merge it?  Can this be done with no effect on original account?

UKR · Answer

If you don't want to move a lot of transactions around, you want to keep your history and you want to continue with the new account register into the future ...* choose a cutoff date where the old register stops and the new one continues (a statement ending date perhaps)
* in the old register delete all transactions after cutoff date, making sure that a matching transaction exists in the new register already
* in the new register do the following:
* change the account's Opening Balance to 0.00 and set date to 1 day before cutoff date 
* delete all transactions prior to the cutoff date
* create a "Transfer Balance" transaction to transfer the balance from the old register to the new, dated as of the cutoff date
* carefully reconcile, i.e., compare bank statement with old register to make sure everything is correct
* reconcile the new register. Eliminate all discrepancies (missing, duplicate, incorrect transactions, etc.)
* when everything's looking good, remember to change any reminders still pointing to the old register to use the new register instead.
* mark the old account register closed and rename it: put a "~" or "z" in front of the account name, e.g. "~My VISA (old)"

Done.

M_Schmedeman · Answer

i have also had a duplicate account created during this process, and i do NOT want to lose the data from old account. i would lose all my historical data then in making reports going forward with the forced new account.

Chris_QPW · Answer

That sounds like the wrong thing to do.  It would be the new Bank of America account that is connected for downloading.

Here is a method for moving transactions between accounts.  I would delete the duplicate transactions in the new account and move all the transactions in the old account to the new one, and then delete the old account.
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken