Getting Chase to work with 1 step update

Go to the old account and define all of the transactions. After you've done that, right click on the register and pick "Copy transactions." Then go into the new account and paste all the transactions. You may need to clean up a little bit after that, but at least it will save you the trouble of manually re-entering each transaction.

Now, to amplify a couple of points in case you don't already know this:

1) To select all of the transactions: One way to do it is to go to the first transaction and click on it. Then go to the last transaction and hold the Ctrl key while clicking on the last item and they all will be selected.

2) The only way I could figure out how to paste the transactions was by going to the "edit" button on an empty transaction and choosing "Paste transaction(s)" from there. There may be another way to do that. I don't know.

All of this was done in Q2006, Basic. Don't know how transferable these actions are to other versions.

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Make that the *SHIFT* key. If you use the *CTRL* key all you end up doing is selecting the first and last transactions.

Correct! Sorry.

I actually tried deactivating the updates and then activating it again, and that worked. But, thanks for the suggestions on moving the individual transactions.

Gwen

-- Gwen Morse mailto: snipped-for-privacy@yahoo.com =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-Using Quicken 2004 Premier Home and Business