How To Delete an Account - Quicken.
If you do not want your account export settings saved, click the box that says Let me check these settings each time I download and you will be presented with the Set Up Download to Quicken or QuickBooks page each time you request to download your information.
You cannot delete accounts. Quickbooks: Please call Intuit customer support to ask them to delete an account: 1 (800) 446-8848. TurboTax.
Quicken allows you to set up a CD account as a savings account or as an investment account as a matter of personal preference. Savings Account Set Up. Setting up a CD as a savings account is a simple and straightforward process. The CD will appear in your list of bank accounts, which can be more convenient if this is your only investment.
If you find a discrepancy, you can adjust the checking balance in Quicken. The first method for adjusting the balance is to add any missing payments or deposits associated with the account. Another method for adjusting the account is to change the checking account's opening balance.
As you learned in Chapters Chapter 1 and Chapter 2, Quicken lets you assign categories to financial transactions to help you track what you’re spending your money on, prepare your tax returns, and so on. If you do a good job of categorizing each entry (and Quicken makes it dead simple), then you’re never more than a click or two away from generating reports that answer questions like.
To select a list box entry and choose a dialog box’s suggested command button, double-click the entry. To move the insertion bar to the beginning of a field, press Home. To move the insertion bar to the end of a field, press End. To close a window or dialog box, click its Close button in the upper-right corner.
You can delete and void register transactions in Quicken 2012 by using the More Actions button’s Delete and Void Transaction(s) commands. If you’ve looked at the Edit button — it appears just beneath the selected transaction when you’re entering data — you’ve probably already guessed as much. The More Actions button looks like a compass.