How to add new account to Quicken after bank is updated
When adding new account, system went to bank which confirmed account. However, account does not appear on Quicken account list. The procedure to add accounts seems to have changed and I need help in how to now add new account to Quicken as well. Thanks
Answers
-
With what steps were you initially "adding new account"?
Did you use TOOLS, Add Account (or, Tools, Account List, Add Account) before you tried to connect the account to Q?
You need to 1st create the account in Q (via either of those methods) before you go to connect it.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Hello @kenkud,
We haven't heard back from you in a while. Do you still need assistance?
If so, could you please provide the answers to @NotACPA's questions?Check back and let us know! Thank you.
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.Thank you!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
Hello again,
Due to the lack of response, I went ahead and closed this post.
If you still require assistance, please feel free to start a new post.
Thank you!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0
