Synchronization - Mobile & Desk top - Do not match

jestell

The information reported on my desktop program is not correct when uploaded to the mobile platform. I use Mac and iOS.
The information presented on the mobile web portal is incorrect by hundreds of dollars in all of my accounts.

Is there any way to correct this issue?

Quicken_Natalie

Hello @jesetll,

Thank you for posting back with more details regarding this, although I apologize that you have not yet received a follow-up response. 

I suggest next checking to make sure that you are viewing the correct dataset on the Quicken Web Application.

You can view your Cloud datasets on your Quicken desktop program by going to Quicken>Preferences, Mobile Web & Alerts and then select "See All Cloud Accounts".

You will then want to visit the Quicken Web App and check to make sure that you are viewing the corresponding dataset:


If the issue persists, I suggest contacting Support directly for more in-depth troubleshooting. Support has access to tools and information that the Community does not have, and will work with you towards resolving this.

Thank you,

Quicken Natalie

Quicken_Natalie

Hello @jestell,

Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.

If you are still needing assistance with syncing your Quicken data file to the Quicken Mobile App, please take a moment and review the information available here and post back to let us know what version and release of Quicken you are using.

If you have not already done so, please see the information and follow the steps outlined here to troubleshoot the syncing issue you're experiencing with Quicken.

Thank you,

Quicken Natalie

jestell

Hello Natalie,

Thank you for responding to this technical issue.

Mac OS: 10.15.3

Quicken Build : Quicken Deluxe Canada 2020
V 5.14.3

The issue continues after I engaged in the following pathing& steps.

1. Quicken - Preferences
2. Connected Services - Reset link - reset link engaged.
3. Update process completes and spinning wheel stops.
4. Log out of quicken.
5. go the web portal for app.quicken.com
6. Log into web portal
7. The information displayed is completely wrong from the information on the desktop software.

I completed these steps multiple times without correction.

Your help would be appreciated.

Thank you,

Jeromy E

Quicken_Natalie

Hello @jesetll,

Thank you for posting back with more details regarding this, although I apologize that you have not yet received a follow-up response. 

I suggest next checking to make sure that you are viewing the correct dataset on the Quicken Web Application.

You can view your Cloud datasets on your Quicken desktop program by going to Quicken>Preferences, Mobile Web & Alerts and then select "See All Cloud Accounts".

You will then want to visit the Quicken Web App and check to make sure that you are viewing the corresponding dataset:


If the issue persists, I suggest contacting Support directly for more in-depth troubleshooting. Support has access to tools and information that the Community does not have, and will work with you towards resolving this.

Thank you,

Quicken Natalie