Quicken Cloud:

When I backup my Quicken Data I also notice that it is Sync'd to the Quicken Cloud... How do I access the Quicken Cloud copy of my data??? Should I be using the Cloud copy as my main source for my data each time I open Quicken??? Especially since I access Quicken from 2 desktop computers and 1 laptop computer.... Thanks, Rod

Best Answer


  • UKR
    UKR SuperUser ✭✭✭✭✭

    Are you Syncing to Mobile/Web?
    Do you use the Mobile app on your smartphone or the Quicken on the Web feature?

    If no, turn Sync off completely. You don't need it.

    If yes, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
    Do note that a full Sync process may take many minutes to complete.

    Log out of your mobile app, then do this on your desktop / laptop:

    How to reset Sync to Cloud

    1. Go to Edit / Preferences / Quicken ID, Sync & Alerts
    2. Under the "Mobile and Web" group to the right, if present, click the "Reset your cloud data" link and follow the instructions until it is complete.

    How to turn off Sync to Cloud for the current data file

    1. Go to Edit / Preferences / Quicken ID, Sync & Alerts
    2. Click the "Sign in as a different user" link immediately above the "Mobile and Web" group.
    3. Sign out, then sign back in to your Quicken account using your current (correct) Quicken ID.
    4. If the current data file was actively synced to mobile prior to signing out,  the following screen will present a "Use mobile" / "Don't use mobile" choice. Make sure you select the "Don't use mobile" option and move through the remainder of the process. 
      [Please note: The mobile sync option is the default here.]

    Also see https://www.quicken.com/support/troubleshooting-quicken-mobile-companion-app and https://community.quicken.com/discussion/7856172/faq-common-mobile-web-sync-errors-and-solutions#latest

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