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Downloaded CC transactions for wrong account

 

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Subject Author Date
Downloaded CC transactions for wrong account Sweet Andy 07-15-2008
Posted by Sweet Andy on July 15, 2008, 1:45 am
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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.

Posted by John Pollard on July 15, 2008, 9:02 am
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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



Posted by Sweet Andy on July 15, 2008, 12:16 pm
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Thanks

--
SweetAndyLicious

>>>email: sweetandylicious@eml.cc
> 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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