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Subject Author Date
Changing destination account Al Palmer 12-11-2006
Posted by Al Palmer on December 11, 2006, 12:32 pm
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 I am using Quicken 2007 Premier on Windows XP. I tried to download
the transactions from a credit card account but could not do so
automatically. So, I used the manual update feature. Got to the site
and transaction window without a problem. Checked download a got a
screen asking where the download should go, i.e., which account in
Quciken. I clicked and it worked fine. However, it was the wrong
account. How do I change that? Is it a Qucken or credit card site
function? I have not been able to get that screen to come up again.
Any download from that particular credit card site goes into the same,
wrong account.

Posted by Bob L. on December 11, 2006, 2:10 pm
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 * Al Palmer wrote:
> I am using Quicken 2007 Premier on Windows XP. I tried to download
> the transactions from a credit card account but could not do so
> automatically. So, I used the manual update feature. Got to the site
> and transaction window without a problem. Checked download a got a
> screen asking where the download should go, i.e., which account in
> Quciken. I clicked and it worked fine. However, it was the wrong
> account. How do I change that? Is it a Qucken or credit card site
> function? I have not been able to get that screen to come up again.
> Any download from that particular credit card site goes into the same,
> wrong account.

Al,

You will first have to of course delete all of the transactions that
went to the wrong account. Then try going to the wrong Account, Summary
tab, Edit Account Details, Online Services, and deactivate download.
Then redo as before for the correct account.

Bob L.

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