I am using Quicken Deluxe 2004 and have several years transactions with Bank One. Now it's JPMorgan Chase - Texas. There appears to be no option to change the name of the Financial Institution. I can add a new file for Chase and export a Qif file but it won't import into the new account. I can download from Chase but only get a limited number of recent transactions. I can "cut and paste" but only one transaction at a time with something line 3000 transactions this is an unreasonable chore. Any suggestions would be welcome.
Bank One Change to JPMorgan Chase - Problems
Apr 03, 2006
2 Replies
This is trivial to fix; search this group for a post from me on the subject within the last month.
You can not change the fi for an account that is Activated for transaction download (or Enabled for online access; depending on Quicken version). Deactivate (or Disable) the account.
See if this response from me gives you the info you need to convert.
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