Editing an online payee


B

Bernie Cosell

I'm running into a real hassle in changing account numbers [this with
quicken 2003 on XP/Pro]. I realize that for several versions now Q will no
longer let you change the acct# for an online payee [there must be a reason
for that, but what a real PITA that decision was!]. So I need to set up
new payees when the acct # changes... OK:

But: how do you get rid of old/dead/useless payees? I try deleting them,
and then creating a new payee, and if it has the same name as the deleted
one it claims there's still a payee with that name about [even though that
payee hadn't been used for months!]. So I create a new one by putting some
sort of ordinal number in the 'description' field and that makes Q happy
enough, but it is still a bother: when it "recognizes" the payee as I type
it, it [of course] stops with the first one, and then I need to scroll down
to the 'latest' one... Altogether, I'd like just to be able to delete
these old payees and have them *go*away* -- where does Q keep this
old/obsolete/unused info and can I somehow really delete it?

/Bernie\
 
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P

pjhartman

I've been successful in deleting a payee, then connecting online to the
bank. After the connection is closed, you can enter a new payee with
the same name. Apparently, Q still has "knowledge" of the payee until
the bank connection is made and it can be deleted on both ends.

Hope this helps.
 
A

Air Force Jayhawk

I've been successful in deleting a payee, then connecting online to the
bank. After the connection is closed, you can enter a new payee with
the same name. Apparently, Q still has "knowledge" of the payee until
the bank connection is made and it can be deleted on both ends.

Hope this helps.
Wow...I'll have to try that. I've had the same STUPID problem for a
while now.

Quicken dropped it on this one. Changing acct # should be much
easier.
 
G

GB

Bernie said:
I'm running into a real hassle in changing account numbers [this with
quicken 2003 on XP/Pro]. I realize that for several versions now Q will no
longer let you change the acct# for an online payee [there must be a reason
for that, but what a real PITA that decision was!]. So I need to set up
new payees when the acct # changes... OK:
I documented for myself how to do this back when I was using Quicken
2002. I think it is more or less the same with later versions.

To edit the account number for an online payee:

1. Create a new payee with the same name. This allows Quicken
to auto-fill the fields from the existing payee.
2. Edit the account number.
3. Quicken won't let you save this without entering something
for the "description" to distinguish it from the existing
payee. Enter a temporary description, such as the number 1
(for revision).
4. Edit scheduled transactions (if any) to use the new version
of the payee. This is necessary before the next step can be
performed.
5. Delete the old payee.
6. Do an online update. This appears to be necessary before
Quicken will let you perform the next step. It is at least
sufficient.
7. Edit the payee and delete the description so that it appears
as before.
8. Edit scheduled transactions (if any) to use the version of
payee without the description.

Hope this helps.

Gregg
 
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G

Guest

Online Payee Data is actually kept at an outfit name Check Free. The
only way to assure security is to delete the records on their servers
and then add new ones. If the data in question were only on your PC
it would be different. I know we all would like to have access to the
Check Free servers so we could change those account numbers in real
time, but it ain't going to happen any time soon.

I'm running into a real hassle in changing account numbers [this with
quicken 2003 on XP/Pro]. I realize that for several versions now Q will no
longer let you change the acct# for an online payee [there must be a reason
for that, but what a real PITA that decision was!]. So I need to set up
new payees when the acct # changes... OK:

But: how do you get rid of old/dead/useless payees? I try deleting them,
and then creating a new payee, and if it has the same name as the deleted
one it claims there's still a payee with that name about [even though that
payee hadn't been used for months!]. So I create a new one by putting some
sort of ordinal number in the 'description' field and that makes Q happy
enough, but it is still a bother: when it "recognizes" the payee as I type
it, it [of course] stops with the first one, and then I need to scroll down
to the 'latest' one... Altogether, I'd like just to be able to delete
these old payees and have them *go*away* -- where does Q keep this
old/obsolete/unused info and can I somehow really delete it?

/Bernie\

--------
Gordon Potter
Atlanta, GA
USA

For Email try:
FristDotLastAtEarthlink.net
 

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