Financial Software

Financial Software Questions? Ask IT Support for Answers ASAP

Ask an Expert,
Get an Answer ASAP!

Financial Software

How can I merge two quicken credit card accounts into one account

Customer Question
in Quicken 2011...
How can I merge two quicken credit card accounts into one account in Quicken 2011
Submitted: 6 years ago.Category: Financial Software
Ask Your Own Financial Software Question
Answered in 4 hours by:
6/18/2011
Tech Support Rep: Bridget Martin, Accountant replied 6 years ago
Bridget Martin
Bridget Martin, Accountant
Category: Financial Software
Satisfied Customers: 652
Experience: 10+ yrs experience on Consulting end-users in QuickBooks.
Verified

To move transactions from one credit card account to another within the same Quicken data file:
First, make a backup of your Quicken data file, just in case the results are not what you expected.
In account A, mark the transactions that wish to move to account B

- If the transactions are in one contiguous block, click the first transaction to highlight it. Scroll down to the last transaction, press and hold SHIFT then click the last transaction. All transactions within that block should now be highlighted.
- If you need to pick and choose individual transactions, CTRL-Click each transaction individually. They should highlight and stay highlighted as you CTRL-click more transactions.
When done selecting transactions, right-click on any highlighted transaction within the block, click on "Move transactions" in the popup window. Select "Account B" from the popup account list, click OK. That should do it.

Ask Your Own Financial Software Question
Customer reply replied 6 years ago

That method, assuming Account "A" is the oldest account, can corrupt the categories and bank reconciliations. It is not logical as you are moving the most data from A into B which has the least. It did not work properly.

 

 

Ask Bridget Martin Your Own Question
Bridget Martin
Bridget Martin
Bridget Martin, Accountant
Category: Financial Software
Satisfied Customers: 652
652 Satisfied Customers
Experience: 10+ yrs experience on Consulting end-users in QuickBooks.

Bridget Martin is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Robert M.

Robert M.

Consultant

3,077 satisfied customers

30 yrs. of computer experience in financial and marketing departments.

Doug Millington

Doug Millington

Certified Public Accountant (CPA)

268 satisfied customers

Bachelor of Science Cornell University 1979 - CPA since 1981 - Certified QuickBooks ProAdvisor - 30+ years experience.

AnswerCPA

AnswerCPA

Advisor

175 satisfied customers

QuickBooks Pro Advisor

Leanne Stewart

Leanne Stewart

Quickbooks Pro Certified

153 satisfied customers

QuickBooks certified, in my own business for 7+ years.

David Bennett

David Bennett

Certified QuickBooks ProAdvisor

91 satisfied customers

16+ yrs exper. QuickBooks Specialist, contract accounting technician, consultant & trainer!

jgordosea

jgordosea

Enrolled Agent

80 satisfied customers

Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs

Tom K

Tom K

Assistant Information Systems Manager

47 satisfied customers

Experienced in the usage of Financial programs such as Quickbooks, Peachtree, and Quicken.

< Previous | Next >

Related Financial Software Questions
I down loaded Turbo tax 17 to Windows. 10. It freezes my
I down loaded Turbo tax 17 to Windows. 10. It freezes my screen. How do I UN-freeze my computer? … read more
Kris R
Kris R
IT Manager
Computing
2,652 satisfied customers
I purchased the software for Home and Business in 2016 and I
I purchased the software for Home and Business in 2016 and I prepared a relative's tax return. She happened to be living in Utah last year and I failed to file the state return for her. It was my mist… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,804 satisfied customers
I have Quicken 2004 and am trying to access a Quicken 2010
I have Quicken 2004 and am trying to access a Quicken 2010 file. Do I need to upgrade my Quicken to do this? I am not able to open the file on the flash drive. … read more
Kris R
Kris R
IT Manager
Computing
2,652 satisfied customers
I have a new email and cannot access my profile. Can you
just need to update and cannot because of new email… read more
Kris R
Kris R
IT Manager
Computing
2,652 satisfied customers
Been using Quicken for many years. I'm retired now. My
been using Quicken for many years. I'm retired now. My quicken file has grown into a monster. I want to shrink it by getting rid of old categories and keep years past files untouched. I would like to … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,077 satisfied customers
Have Q deluxe 2010. Suddenly can't print checks. Window says
Have Q deluxe 2010. Suddenly can't print checks. Window says "need authorization. Is there a fix or will upgrading hep. … read more
Richard
Richard
IT Manager
IT Manager, Consultant
3,281 satisfied customers
Upgraded to 2018. Have had for many years. But my password
Upgraded to 2018. Have had for many years. But my password ***** not work.!!! Have CD from Staples … read more
Richard
Richard
IT Manager
IT Manager, Consultant
3,281 satisfied customers
I have Quicken 2013 Deluxe; & I can no longer print from my
I have Quicken 2013 Deluxe; & I can no longer print from my Dell Laptop to my my HP OfficeJet Pro 8710. … read more
Russell H.
Russell H.
computer technology consultant
Vocational, Technical or Trade Scho
781 satisfied customers
I have a copy of TurboTax Premier and a laptop that won't
Hi, I have a copy of TurboTax Premier and a laptop that won't accept CD's. This happened last year, too, and I was sent to a place where I could download the programs. Can you hlep me? … read more
Kris R
Kris R
IT Manager
Computing
2,652 satisfied customers
I have to migrate to quicken from intuit. cannot get
I have to migrate to quicken from intuit. cannot get password ***** work. It takes my intuit password, but not the quicken 6-number password ***** I was given … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,077 satisfied customers
I don't remember my password on my 2016 tax return, so I am
I don't remember my password ***** my 2016 tax return, so I am unable to download that return to start my 2017 return. … read more
Elgin Vega
Elgin Vega
Science Bachellor
104 satisfied customers
Quicken has locked up in tips & tutorials. I would like to
I would like to close quicken or go back to where I can enter info. … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,077 satisfied customers
My HDD crashed, but I saved my QDATA_ files. I have tried to
My HDD crashed, but I saved my QDATA_ files. I have tried to install my Version 6 CD, but Windows 10 won't allow me. If I purchase the current version of Quicken, will I be able to read and use my old… read more
Kris R
Kris R
IT Manager
Computing
2,652 satisfied customers
I have two computers i want to use one for new clients one
i have two computers i want to use one for new clients one for the old can i do it … read more
Jinsmn
Jinsmn
Systems Administrator
Diplom
1,260 satisfied customers
We have been Quicken users for a time. About two years ago I
We have been Quicken users for a long time. About two years ago I purchased Quicken 2016 and everything was fine. We want to stay with the Quicken 2016 software as that meets our current needs. A few … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,077 satisfied customers
I am attemting to load my qdata from cd to to a working copy
I am attemting to load my qdata from cd to to a working copy on my computer. … read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
686 satisfied customers
I am trying to find help with getting quicken 2018, now have
I am trying to find help with getting quicken 2018, now have 2016 and updating/transferring info currently on quicken. Have questions to resolve situation and I'm currently on call waiting and keep ge… read more
David L.
David L.
Bachelor\u0027s Degree
6 satisfied customers
Resetmypassward, *****8710 Marvin Gaul, i cant update my
resetmypassward JA: The Financial Software Technician will know how to help. Please tell me more, so we can help you best. Customer: *****8710 Marvin Gaul JA: Is there anything else important you thin… read more
David L.
David L.
Bachelor\u0027s Degree
6 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x