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

https://community.quicken.com/discussion/7160099/faq-how-do-i-move-transactions-between-quicken-accounts

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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