how do i change account number

I was issued a new credit card with different account number because bank got a fraud alert from a vendor. I want to keep my account history in tact and be able to download activity on the new card into Quicken.  How can I change the account number in quicken


1 person found this helpful

First: there is never a need to change the account number (to supply the actual account number); Quicken will get the account number when it sets up the account for downloading. [You may occasionally have to blank out an old number, but I have never needed to do even that.]

Second: when an account is activated (enabled) for downloading, you usually can not modify any of the fields like customer-id, account number, etc.

So the instructions usually say to deactivate the account for downloading first. But if you do that, you can usually just click the button to activate the account for downloading and supply the customer-id and password and Quicken will pick up the other info during the setup process. If Quicken doesn't get the other info during setup, that is when you might need to blank out the old account number, etc.
Was this answer helpful? Yes No
Default user avatars original d5efadcf497ea7b3d86c6f8d148d66633a29ce78fa8391af628adf32d9989354
NoWayJose , Q2014 RPM
1 additional answer

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us