Quicken For Mac How To Copy Bank Transactions To New Account

Nov 12, 2018  copying multiple transactions from one file to another Helpful? Quicken allows you to copy ONE transaction at a time from an account in one file to an account in another file. Which could create duplicates if you only wanted SOME of the transactions in an account. So Create a New CASH. • Ifthetransactionshavenotbeenacceptedtothereg ister,theycanbedeletedonebeoneprior! • Ifthetransactionshavealreadybeenacceptedtotheregister.

There are three ways Quicken interacts with your BB&T online banking:. Direct Connect. Download transactions and update account balances automatically, pay bills, and transfer money between your accounts. Monthly access fee: $7.95 for personal clients; $9.95 for business or combined client 1. Express Web Connect.

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Download transactions and update account balances automatically. No monthly access fee. Web Connect. With Web Connect, you manually download transactions from your BB&T account and import them into Quicken. No monthly access fee.