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Merging
I have been downloading credit card transactions for years without a problem. Now, when I go to "import new transactions" and it asks if you want to download to an existing account, the drop down lists only one of my two credit card accounts and it is not the one I want. So, I created a new account and was able to download the transaction list. I entered the transaction to QB but, when I went to reconcile the account, I had to manually go in and transfer all the transactions to the original credit card account. I would like to merge the old account into the new account so that all previous and new data will show in the one account. Will I need to enter all the new transactions into QB prior to merging? If so, what is the procedure for doing so in QB Pro 2020 Desktop?
Solved! Go to Solution.