It is up to the user to determine what needs to be moved from one account to the other to 'merge' them. Quicken would have no way to know what transactions are the duplicate. Just because you have two transactions in the two registers on the same day for the same amount doesn't mean that they are in fact duplicates. Can I merge Quicken accounts, My bank reconnected my on line and made duplicate accounts with downloads, No - Answered by a verified Tech Support Rep We use cookies to give you the best possible experience on our website.
Subject: Re: Quicken 99 - question about merging data in two qdata files From: probonopublico-ga on 02 Jan 2004 11:05 PST I use Quicken 2002 which allows the import and export of QIF files. We can disconnect the account that we're merging to the account that will still be connected as WebConnect and then merge them afterwards. Here's how to disconnect: Go to the Banking menu and click the bank. Click the pencil icon and select Edit account info. From the Account information page, check the Disconnect this account on save box. Once done, we need to deactivate the other account because we can't merge an account if both accounts are active. Here are the steps: Go to Company, then select Chart of Accounts. Click on either Checking or Savings account. Then right click, and select Bank Feeds Settings. Click the radio button Deactivate All Online Services.
Here in this NG, on the Quicken website support center, and on the msn
How Do I Merge Two Quicken Accounts
another. So far as I can tell, these are all elaborations of thebasic QIF export / import procedure.
information, accounts, or entire data files from one Quicken file to
How Do I Merge Two Quicken Accounts
another. So far as I can tell, these are all elaborations of thebasic QIF export / import procedure.
When I try this procedure, the data and transactions in certain
accounts transfer just fine. However, try what I might, the
transactions (checks written) in one of the checking accounts and the
transactions in a money market fund (checks drawn on the fund) will
not transfer. (Interestingly, the deposits in the checking account do
transfer. Also interestingly, another checking account transfers
completely without a hitch.)
In all the poking around I have done, two notable things have struck
me.
First, I find no one else who mentions having such a problem.
Second, Intuit customer support bulletin KB ID#: 1174b entitled
'Moving information between Quicken data files' (available on their
website) addresses the question 'How do I transfer information,
accounts, or entire data files from one Quicken file to another?' and
gives extensive detailed instructions.
Midway, it says: 'Important: QIF import is available only for asset
and liability accounts (including house and vehicle), credit card
accounts, and cash accounts. . . . QIF import is not available for
checking, savings, 401(k), or any other brokerage accounts.'
Quicken Merge 2 Accounts
That seems to be saying pretty clearly that QIF will not import
checking account transactions (nor money market account transactions,
if such an account is a 'brokerage' account). Several Intuit customer
support bulletins lay out the same procedure, but only that one
contains the caveat.
If it is true that you can't transfer checking or 'brokerage'
accounts, it is puzzling to me that one of my checking accounts
transferred successfully. Further, it is remarkable that none of the
extensive posts here on this NG or in the msn group on the subject of
merging files / exporting-importing data / marrying, etc. even mention
such an enormous catgegory of data that can't be moved via QIF.
Does anyone here have any suggestions, enlightenment, explanations,
education, or thoughts that might help. I just need to get the data
and transactions in two separate Quicken files (both v. 2004)
transferred into one file.
How To Merge Two Quicken Accounts
Thanks for any assistance.
