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Downloaded CC transactions for wrong account

 
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Sweet Andy
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PostPosted: Tue Jul 15, 2008 10:45 am    Post subject: Downloaded CC transactions for wrong account Reply with quote

I have a problem with a d/loaded cc. I have two Visa's at one
Institution. Quicken has d/loaded transactions for one Visa (which I
use rather often) but in the Quicken program the transactions are in
the queue for the other Visa which I rarely use. How do I switch the
Visa without losing the transactions. Also how do I switch them
permanently, so that everything is kosher from now on.
Using Quicken Dlx 2007 Windows.
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John Pollard
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PostPosted: Tue Jul 15, 2008 6:02 pm    Post subject: Re: Downloaded CC transactions for wrong account Reply with quote

Sweet Andy wrote:
Quote:
I have a problem with a d/loaded cc. I have two Visa's at one
Institution. Quicken has d/loaded transactions for one Visa
(which I
use rather often) but in the Quicken program the transactions
are in
the queue for the other Visa which I rarely use. How do I
switch the
Visa without losing the transactions. Also how do I switch
them
permanently, so that everything is kosher from now on.
Using Quicken Dlx 2007 Windows.

Best bet: revert to backup from just before download; deactivate
(and re-activate, if doing a Direct download) the two accounts;
re-download.

Alternate choice: sort register with the wrong downloaded
transactions by date-entered; enter dummy transaction with memo
clearly identifying it; Accept downloaded transactions; select
all transactions (as you would select files in Windows Explorer)
from first one following the dummy transaction to the end of the
register and "Move" or "Cut/Paste" them into the correct
account; delete the dummy transaction; deactivate (and
re-activate, if using Direct downloads) the two accounts.

[You didn't say whether this has happened before, or whether
there were any changes in Quicken or at the fi between this
download and any previous download that worked correctly.]

--

John Pollard
First initial underscore Last name at mchsi dot com
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Sweet Andy
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PostPosted: Tue Jul 15, 2008 9:16 pm    Post subject: Re: Downloaded CC transactions for wrong account Reply with quote

Thanks

--
SweetAndyLicious

Quote:
email: sweetandylicious@eml.cc
"John Pollard" <invalid@invalid.com> wrote in message

news:ed1fk.199506$TT4.10370@attbi_s22...
Quote:
Sweet Andy wrote:
I have a problem with a d/loaded cc. I have two Visa's at one
Institution. Quicken has d/loaded transactions for one Visa (which I
use rather often) but in the Quicken program the transactions are in
the queue for the other Visa which I rarely use. How do I switch the
Visa without losing the transactions. Also how do I switch them
permanently, so that everything is kosher from now on.
Using Quicken Dlx 2007 Windows.

Best bet: revert to backup from just before download; deactivate (and
re-activate, if doing a Direct download) the two accounts; re-download.

Alternate choice: sort register with the wrong downloaded transactions by
date-entered; enter dummy transaction with memo clearly identifying it;
Accept downloaded transactions; select all transactions (as you would
select files in Windows Explorer) from first one following the dummy
transaction to the end of the register and "Move" or "Cut/Paste" them into
the correct account; delete the dummy transaction; deactivate (and
re-activate, if using Direct downloads) the two accounts.

[You didn't say whether this has happened before, or whether there were
any changes in Quicken or at the fi between this download and any previous
download that worked correctly.]

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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