Getting rid of old payees

Jul 31, 2005 2 Replies
B

Using Q2003 on XP/Pro: I am having trouble with getting rid of old online payees. With some [almost annoying] frequency, I need to change the 'account #' for some of my payees... as we all know, you can't do that any more in quicken -- you need to make a whole new payee. So what I do is delete the old payee and then try to create a new one.. BUT... quicken continues to "remember" the old one, and won't let me "recreate" it -- I need to stick something in the 'description' field to make it different [generally I just put a sequence number and I'm up to '8' for one of my payees]. This is a real nuisance -- partly because of the dumb sequence-number, partly because it still "recognizes" all the old accounts, so when I try to fill in an online payment, all the old ones come up and I need to scroll down to find the right/current one.



Is there some trick for *really* deleting those old payees so you are completely rid of them? Thanks!



/Bernie\


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M

AFAIK, online payees must be deleted in a two-step procedure. Delete in Quicken, then do a one-step update for that FI to also delete at the FI website. I have no old online payees hanging about.

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B

} AFAIK, online payees must be deleted in a two-step procedure. Delete in } Quicken, then do a one-step update for that FI to also delete at the FI } website.

I don't exactly understand -- I do the first step [I go to the payees window in Quicken and the "delete" the payee]. On the second: is that something that should happen automatically? [e.g., I do updates from my FI all the time [three or four times a week], but still I have deleted-payees from a year ago].. do I need to take some sort of explicit action to propagate the deletion up to my FI? And where is Quicken *storing* it: when I try going to set up a new payee, Quicken "remembers" a long ancient Payee as I type and pulls back the address, phone # of the long-gone payee. This is all mysterious.

/B\

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