merge 2 accounts


N

Norm

I have 1 bank checking account at my bank. (wells-Fargo) and have been
using it with Quicken for several years. Currently I have been using
Quicken 2010 for many months.

About a month ago, while I was on a service call with the bank, a "new"
account with the same account number, routing number and customer ID
number was started. Since then , all of my downloads and uploads go to
that account. I would like to have the 2 accounts merged so that I do
not lose access to the data in the "old" account. The bank support
people have been unable to help me merge these two accounts together. I
would appreciate any help to accomplish this.
 
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J

John Pollard

Norm said:
I have 1 bank checking account at my bank. (wells-Fargo) and have been
using it with Quicken for several years. Currently I have been using
Quicken 2010 for many months.

About a month ago, while I was on a service call with the bank, a
"new" account with the same account number, routing number and
customer ID number was started. Since then , all of my downloads and
uploads go to that account. I would like to have the 2 accounts
merged so that I do not lose access to the data in the "old"
account. The bank support people have been unable to help me merge
these two accounts together. I would appreciate any help to
accomplish this.
Select all the transactions in the "old" account (as you would select all
files in a folder in Windows Explorer).

Click Edit > Transaction > Move transaction(s), and select the the name of
the "new"er Quicken account in the drop down list, where you want all your
transactions for that real-world account to reside.

Once you are certain the "new" account is correct, delete the "old"
account.

Backup first!
 
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N

Norm

John said:
Select all the transactions in the "old" account (as you would select all
files in a folder in Windows Explorer).

Click Edit > Transaction > Move transaction(s), and select the the name of
the "new"er Quicken account in the drop down list, where you want all your
transactions for that real-world account to reside.

Once you are certain the "new" account is correct, delete the "old"
account.

Backup first!
THANK YOU! Thank YOU!
That was the answer.
 

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