How To Edit Account Information

Overview

You might need to change account information such as addresses and phone numbers, credit limits, or tax attributes.

Instructions

To edit an account in Quicken:

  1. In the Account Bar on the left, right-click on the account you wish to edit, then click on Edit Account.
  2. Change the account information as needed.
  3. To change or activate online services, in the Account Details dialog, click the Online Services tab.
    • If you want to activate online services for the account you are editing, click Activate Now. Quicken asks you for additional account information. 
    • To be able to view your account balance for this account on Quicken.com, select the Check here to view your account on Quicken.com check box.
  4. To change the tax information for this account, click Tax Schedule Info.
  5. Click OK to save your changes.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.