Quicken Essentials and Quicken Mac 2015. Web Connect to Express Web Connect. Table of Contents. Task 2: Deactivate Your Account(s) At Cabrillo Credit Union. Already listed in Quicken. Under the Action column, select the Quicken account name associated with the Vanguard Account Name & Description in the left-hand column. Note: The Action column should say Link, not Add. Repeat step 6 for each additional account you wish to download into Quicken for Mac 2015.
Reminders before merging accounts. before merging accounts. You can merge a bank account only if there are no pending, unmatched transactions in the Bank Feeds Center for that account. You must clear, or match, pending transactions before proceeding.
This process incorporates all existing transactions in the old account into the new account. Transactions in the old account will be un-reconciled in the new account. After merging, you will need to re-reconcile cleared transactions. Edit the problem account. In the Chart of Accounts, right-click the problem account then choose Edit Account. Highlight and copy the account name. At the end of the account name, put an asterisk (.).
Under the Bank Feeds Settings tab, choose Deactivate All Online Services. (For Mac, select Online Settings then Not Enabled from the Download transactions drop-down.). Click Save & Close. Create a temporary account. Create a new account in the Chart of Accounts.
Paste the copied account name (without the asterisk). Click Save & Close. Choose No when the 'Set Up Bank Feeds' prompt appears. Merge the accounts.
Back in the Chart of Accounts, right click the account with asterisk then choose Edit Account. Remove the asterisk from the account name and click Save & Close. Verify that the lightning bolt is gone, then. Export your Chart of Accounts. To do this, go to File Utilities Export Lists to IIF Files then select Chart of Accounts to export. (For Mac, go to File Export Lists to IIF Files).
Save the file in a folder you prefer. Edit the IIF file in Excel.
Right-click the file and select Open with Excel. (Or, open Excel and drag the file on to the spreadsheet). To look for the damaged account(s), scroll at the bottom of the page and find the!QBONLINE section where bank accounts are listed. Disable online services by changing Y to N for all online banking columns: OLBANKING, OLBILLPAY, OLENABLED, OLTAB.
Save the file and select Yes on the question that follows. Close Microsoft Excel.
![Account Account](/uploads/1/2/5/6/125606036/943451625.png)
Re-import your Chart of Accounts. Back in QuickBooks, go to File Utilities Import and then select the IIF file to re-import. Verify that the lightning bolt is gone, then re-set up Bank Feeds. If you need detailed instructions on exporting or importing your Chart of Accounts, check out.