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Editing an online payee

I'm running into a real hassle in changing account numbers [this with quicken 2003 on XP/Pro]. I realize that for several versions now Q will no longer let you change the acct# for an online payee [there must be a reason for that, but what a real PITA that decision was!]. So I need to set up new payees when the acct # changes... OK:

But: how do you get rid of old/dead/useless payees? I try deleting them, and then creating a new payee, and if it has the same name as the deleted one it claims there's still a payee with that name about [even though that payee hadn't been used for months!]. So I create a new one by putting some sort of ordinal number in the 'description' field and that makes Q happy enough, but it is still a bother: when it "recognizes" the payee as I type it, it [of course] stops with the first one, and then I need to scroll down to the 'latest' one... Altogether, I'd like just to be able to delete these old payees and have them *go*away* -- where does Q keep this old/obsolete/unused info and can I somehow really delete it?

/Bernie\

Reply to
Bernie Cosell
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I've been successful in deleting a payee, then connecting online to the bank. After the connection is closed, you can enter a new payee with the same name. Apparently, Q still has "knowledge" of the payee until the bank connection is made and it can be deleted on both ends.

Hope this helps.

Reply to
pjhartman

Wow...I'll have to try that. I've had the same STUPID problem for a while now.

Quicken dropped it on this one. Changing acct # should be much easier.

Reply to
Air Force Jayhawk

I documented for myself how to do this back when I was using Quicken

2002. I think it is more or less the same with later versions.

To edit the account number for an online payee:

  1. Create a new payee with the same name. This allows Quicken to auto-fill the fields from the existing payee.
  2. Edit the account number.
  3. Quicken won't let you save this without entering something for the "description" to distinguish it from the existing payee. Enter a temporary description, such as the number 1 (for revision).
  4. Edit scheduled transactions (if any) to use the new version of the payee. This is necessary before the next step can be performed.
  5. Delete the old payee.
  6. Do an online update. This appears to be necessary before Quicken will let you perform the next step. It is at least sufficient.
  7. Edit the payee and delete the description so that it appears as before.
  8. Edit scheduled transactions (if any) to use the version of payee without the description.

Hope this helps.

Gregg

Reply to
GB

-------- Gordon Potter Atlanta, GA USA

For Email try: FristDotLastAtEarthlink.net

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