How To Edit Account Information
You might need to change account information such as addresses and phone numbers, credit limits, or tax attributes.
To edit an account in Quicken:
In the Account Bar on the left, right-click on the account you wish to edit, then click on Edit Account.
- Change the account information as needed.
- 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.
- To change the tax information for this account, click Tax Schedule Info.
- Click OK to save your changes.