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Quicken Post-Conversion Issue Help Guide

IMPORTANT NOTE: You will need to modify your Quicken settings and Disconnect and Reconnect your Quicken account to ensure a smooth transition of your data. Detailed instructions for Mac and Windows users are included in the Related Links on the right hand side of the page.

Issue 1: Duplicate transactions after completing reactivation

Quicken

Note: There is a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”. If this preference is enabled, then you will have to delete the transactions in the register.

  • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting.
  • If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for you; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

Instructions:

  1. How To Edit and Delete Downloaded Investment Transactions
      
    1. Click Here for Detailed Instructions
  2. How do I void or delete a transaction in my account register?
      
    1. Click Here for Detailed Instructions
  3. I have duplicate transactions in my account register
      
    1. Click Here for Detailed Instructions

QuickBooks

  • If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting
  • If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps

Instructions:

  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
      
    1. Click Here for Detailed Instructions

Issue 2: Duplicate accounts after completing reactivation

Quicken

  • First, confirm all accounts have been deactivated including hidden (Quicken)
  • If they are, delete the duplicate account from the account list, and then repeat the reactivation steps

Instructions:

  1. Prompted to Create New Account Instead of Using Existing Account for Online Services
      
    Note: if you have not added the account, follow this article
      
    1. Click Here for Detailed Instructions
  2. How To Hide an Account

    Note: Follow steps to unhide
      
    1. Click Here for Detailed Instructions
  3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with Catholic Federal Credit Union
  4. How To Delete an Account

    Note: If you have added the account, follow this article
      
    1. Click Here for Detailed Instructions
  5. Follow through the reactivation steps provided by Catholic Federal

QuickBooks:

  • First, confirm all accounts have been deactivated including inactive (QuickBooks) accounts
  • If they are remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account
  • Repeat the reactivation steps

Instructions:

  1. Show hidden (inactive) entries in a list
      
    1. Click Here for Detailed Instructions
  2. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
      
    1. This should be done for the account that was mistakenly added
    2. This step must be followed to attempt to delete the account or ensure that these transactions are not included in any reporting a.
    3. Click Here for Detailed Instructions
  3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with Catholic Federal Credit Union
  4. Hide an account (or subaccount)
      
    1. This should be done for the account that was mistakenly added.
    2. Click Here for Detailed Instructions
  5. Follow through the reactivation steps provided by Catholic Federal

Issue 3: Activated the incorrect account during reactivation process

Quicken

  • Open the account register for the account that was linked incorrectly.
      
    • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
    • If the transactions have already been accepted to the register, restore a backup file.

Instructions:

  1. Transactions Go Into the Wrong Account after Downloading Them
      
    1. Click Here for Detailed Instructions

QuickBooks

  • Open the account register for the account that was linked incorrectly.
      
    • If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
    • If the transactions have already been accepted to the register, restore a backup file.

Instructions:

  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
      
    1. Click Here for Detailed Instructions
  2. Follow through the deactivation/reactivate instructions provided by Catholic Federal.
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