How do I "disconnect" an account though saving it's last update?

My credit union made a significant update . It included a new way of labeling deposit transactions. I entered the hospital for heart surgery during this time and didn't actually know what was happening. Now all deposits are credited to a new account that was created by the institution while I've been showing them as entered the old way. Further I was entering the checks the old way while the institution was posting them to the account they created. The solution is pretty simple though tedious. However, how do I terminate the linkage between the old account and the "bank?' I need to keep the file but want it to become inactive I guess is the way to say it.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If I'm correctly understanding what you're asking, do TOOLS, Account List, click EDIT adjacent to the particular account, click "Online Services" and Deactivate.

    No transactions will be removed from the account by that action (is that what you're asking by "saving it's last update"?) but the account will no longer download from the credit union.

    If you're unsure about these actions, you can always take a backup first … just in case.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP