How Do You Transfer Shares From One Account To Another In Quicken 2017 For Mac
Blend Images/JGI/Jamie Grill/Getty Images Select transactions to move to another account in Quicken two ways: • To select one transaction in Quicken: click on the transaction once with your mouse. • To select multiple transactions: click on the first transaction you wish to move, then hold down the Ctrl key on your keyboard while you click on the remaining transactions. Release the Ctrl key when you are finished selecting transactions. You'll know a transaction is selected because it will be shaded after you select it. Note: You cannot move Quicken transactions in investment accounts because they do not have a register like all other do. Moving multiple transactions at once is supported in. The Move to Account selection tool will pop up in Quicken. Open a list of your accounts by clicking on the down arrow to the right of the box labeled with the account name.
Select the Quicken account you want to move the transaction to from the drop-down list. If you have several accounts, you'll need to either use the up/down keyboard arrows to select the account, or you can use your mouse with the slider bar to the right of the box containing the account names. Click OK to select the Quicken account you want to move your transaction to. Your transactions are now removed from the account they were in previously and are now recorded in the new Quicken account you selected.
When you transfer money out of a credit card account, it's considered a cash advance. When you transfer money into a credit card account, it's considered a payment. You cannot: Transfer money between online accounts at different financial institutions. Transfer money between accounts that have different customer ID (or Social Security) numbers.
Here's how to securely move it to your new computer while minimizing the chances of data corruption: • Make sure your new computer has TurboTax installed on it. • Connect a thumb drive or other portable device to your old computer. • Copy (preferred) or move your tax data file to the device. • After copying, disconnect or eject the portable device and connect it to your new computer.
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• Browse to the portable device, select your tax return file, drag it to your desktop (or other easy-to-find location), then release the mouse key and copy (don't move) the file. • After copying, open TurboTax, browse to where you copied your tax file and open it to make sure it didn't get corrupted. • If your file somehow got corrupted, delete it from your device and your new computer and repeat these steps from the beginning. You might want to delete the file from your portable device for security purposes. Whatever you do, don't email it to yourself! Email is not secure.