How Can I Change The Account Number For An Account Downloaded Into Quicken 2016 For Mac

After creating a backup of your Quicken data file deactivate the problem accounts. If you think it necessary, blank out the incorrect fields. Now reactivate the bank accounts.

The bank will populate these fields upon activation because your connection to the bank is based on logon ID and not account numbers. During activation, when you get to the list of accounts found at the bank, for each account listed, select the ADD button and change it to LINK so you can (very carefully!) connect the account at the bank to your existing account register. Leave ADD only if you wish to create new account registers. Change to IGNORE for accounts that you do not wish to activate. The above is general advice. You didn't give us any details about why 'downloads no longer working'. And you didn't say what changed and what bank you're having issues with.

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Create New File • Select New Quicken Account. Add Account • Select Brokerage under Primary Accounts. Add Brokerage Account • Type American Funds in the window. • Click Next. Add Brokerage Account (Continued) • Enter your Social Security number and americanfunds.com password. • Click Connect. Note: You can enter your fund and account number separated by a comma instead of your Social Security number (e.g., 8).

This will disconnect the account in QuickBooks from the online banking account. Edit the account again (Accounts > Edit Account) and change the credit card account number to the new credit card number. In the description field, you should make note of the fact that you’ve changed the credit card number. Jump to Skip to Main Content. - Customer Service FAQs: Exporting Account Information. What versions of Quicken and QuickBooks support the account download service? How do I change a Fidelity account in Quicken to recognize cash. There may be variances in transaction share numbers and share prices.

Accounts Added • Review the summary of accounts and transactions added to Quicken. • Click Finish.