How do I merge credit card accounts?

PKinNH · February 2023

Hi- I had my two credit cards set up, but then didn't log in for months so nothing was updating. I just logged in again and reconnected my credit cards. One credit card did not connect with the old history so now it is listed twice.

Sorry if I am not explaining this clearly. I'd like to know if I should re-do the connection or delete one... but then I fear losing the history??

thanks!

Greg_the_Geek · February 2023

FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken

PKinNH · February 2023

Thanks for your help, but I was not able to copy/paste or "move" transactions from one account to another. I could not figure out how the paste portion of the transaction.

Chris_QPW · February 2023

You can right click in the “To” register to get the “Paste transaction” menu, or select Edit → Transaction → Paste Transaction(s). Note that if the menu item is greyed out, then you haven't yet done the copy transactions operation in the “From” register.

PKinNH · February 2023

Hi. Still no luck. I don't know where to right click. Do you have an image of the location to click on to get the copy/paste options?

Chris_QPW · February 2023

Have you got the transactions selected like described in

FAQ: How Do I Move Transactions Between Quicken Accounts?

mshiggins

Feb 17, 2013

There are a number of situations where moving transactions from one account to another account within your Quicken file may be handy.

For example, if you have had an issue that resulted in transactions being downloaded to the wrong account or you are using an interim account like a cash account to import transactions.

How do you get the transactions from one account to another account in the same Quicken file?

Once you do that you right click on any of those transactions:

And like I said, you can also select: Edit → Transaction → Copy Transaction(s)

How do I merge credit card accounts?

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FAQ: How Do I Move Transactions Between Quicken Accounts?

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