Q2010: Problem importing credit card transactions due to changed number
Mar 09, 2010 3 Replies
K
Keith Snyder
My credit card number was replaced due to compromised data at an unnamed merchant.
So, when I try to import credit card transactions, Q2010 insists on a new credit card account.
I can live with that but don't want to. How can I get Q2010 to import xxxx-4321 into account xxxx-1234?
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A
Andrew
Not sure what you mean by 'import', but try looking at:
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I had a changed card number from the same vendor (Citi) and I use OSU to update. Deactivating, changing the card # in Q for the CC account, and reactivating did the trick for me.
K
Keith Snyder
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Thank you, that worked.
A
Andrew
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> . I had a changed card number from the same vendor (Citi) and I use>> OSU to update. Deactivating, changing the card # in Q for the CC >> account,>> and reactivating did the trick for me.>>
The one thing I should have mentioned (and maybe you didn't have this problem) is that for a certain number of transactions that were posted to my 'old' account before I started using my new card with the new account number, I ended up downloading a slew of "transferred out" transactions. Citi was moving all of the transactions being charged with the old card to the new card's balance.
I ended up manually deleting all of those I believe, since in "Q" it was the same Quicken account, those balances had to stay. It was just a matter of manually deleting and ensuring that I accounted for all of them.
The process actually was quite smooth ; I was impressed.
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