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Q2010: Problem importing credit card transactions due to changed number

 
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Posted by Keith Snyder on March 9, 2010, 6:16 pm
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My credit card number was replaced due to compromised data at an unnamed
merchant.

So, when I try to import credit card transactions, Q2010 insists on a new
credit card account.

I can live with that but don't want to. How can I get Q2010 to import
xxxx-4321 into account xxxx-1234?



Posted by Andrew on March 9, 2010, 6:37 pm
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Keith Snyder wrote:

Not sure what you mean by 'import', but try looking at:
http://groups.google.com/group/alt.comp.software.financial.quicken/browse_thread/thread/ebd43133bb76634b?pli=1
.
I had a changed card number from the same vendor (Citi) and I use OSU to
update.  Deactivating, changing the card # in Q for the CC account, and
reactivating did the trick for me.

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by Keith Snyder on March 10, 2010, 9:46 am
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http://groups.google.com/group/alt.comp.software.financial.quicken/browse_thread/thread/ebd43133bb76634b?pli=1
.


Thank you, that worked.



Posted by Andrew on March 10, 2010, 6:16 pm
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Keith Snyder wrote:

http://groups.google.com/group/alt.comp.software.financial.quicken/browse_thread/thread/ebd43133bb76634b?pli=1

The one thing I should have mentioned (and maybe you didn't have this
problem) is that for a certain number of transactions that were posted to my
'old' account before I started using my new card with the new account
number, I ended up downloading a slew of "transferred out" transactions.
Citi was moving all of the transactions being charged with the old card to
the new card's balance.

I ended up manually deleting all of those I believe, since in "Q" it was the
same Quicken account, those balances had to stay.   It was just a matter of
manually deleting and ensuring that I accounted for all of them.

The process actually was quite smooth ; I was impressed.

--
-------------------------------------------------------------
Regards -

- Andrew



Q2010: Problem importing credit card transactions due to changed number Keith Snyder 03-09-2010

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