Web Sync Caused multiple issues

wi_muggs

I have been long time user of quicken, going back to the 90's.

I can't belive that QUICKEN has not been able to resolve this issue. It has been reported for years. See on of the posts from 2018.
https://community.quicken.com/discussion/7736086/paycheck-split-values-are-gone#latest

I had this issue again after trying to Sync to the WEB Quicken. I was hoping to use the update web features, but after setting up the syncing to the WEB, I had multiple paychecks that were either duplicated, some were deleted and all of them lost the transfers to various accounts.

I had to restore my quicken file from a backup as this caused a hug issue with reconciling my various accounts.

Do I need to have my current Online Quicken records deleted an try syncing again? How do I do this?

Does WEB Quicken file not like transfers to accounts that are not synced on WEB? I do transfer funds to various accounts 401K, HSA, etc that are not synced to the WEB.

Quicken Anja

Hello @wi_muggs,

Thank you for reaching out to the Community regarding your issue, though I apologize that you have not received a response yet.

If you've restored a backup file and are using that file going forward, you will first need to sync that file in order to pull the same data up on the Web app as it creates a new and separate cloud account from the original data file. Then, you will need to switch to the new cloud account on the Web app after it's been successfully synced. Also, make sure that you are not signed in on the Web app while syncing. You can also delete the old cloud account associated with the original file, though it is not required in order to use the new one.

To switch to the new cloud account on the Web app--

1. Click on Profile in the left menu bar
2. Select the name of the file you wish to switch to (usually has the same name as the data file you use on your desktop program)

To delete the old cloud account, please review this support article and under 
Instructions, scroll down to step 3.
Note: If you are running version release R26.15, the instructions are still the same, except that the menu option you choose will say "Quicken ID & Cloud Accounts" instead of just "Cloud Accounts".

As for transfer transactions-- if I'm not mistaken, the transactions should still show up in the web app without having to sync the account that the transfer is linked to, however, the category may just only say "Transfer" or show as uncategorized.

Hope this helps!

-Quicken Anja

Quicken Anja

Hello @wi_muggs,

Thank you for reaching out to the Community regarding your issue, though I apologize that you have not received a response yet.

If you've restored a backup file and are using that file going forward, you will first need to sync that file in order to pull the same data up on the Web app as it creates a new and separate cloud account from the original data file. Then, you will need to switch to the new cloud account on the Web app after it's been successfully synced. Also, make sure that you are not signed in on the Web app while syncing. You can also delete the old cloud account associated with the original file, though it is not required in order to use the new one.

To switch to the new cloud account on the Web app--

1. Click on Profile in the left menu bar
2. Select the name of the file you wish to switch to (usually has the same name as the data file you use on your desktop program)

To delete the old cloud account, please review this support article and under 
Instructions, scroll down to step 3.
Note: If you are running version release R26.15, the instructions are still the same, except that the menu option you choose will say "Quicken ID & Cloud Accounts" instead of just "Cloud Accounts".

As for transfer transactions-- if I'm not mistaken, the transactions should still show up in the web app without having to sync the account that the transfer is linked to, however, the category may just only say "Transfer" or show as uncategorized.

Hope this helps!

-Quicken Anja