Issue with account updating Quicken Mobile Web
When I update all of my accounts from my one step update in my Desktop, everything updates perfectly. However when I went to Mobile Web tab it say 2 accounts units not selected to sync to Mobile web. I select the two accounts and they fail to login to the bank credit card companies. Two things don't make sense, first, why two separate update account platforms and second, why if the have the same login info does the Mobile account update fail.
My thinking is the Mobile update login doesn't do direct connect, only Mobile connect but not sure. Any way , it got even worse. I tried deselecting all accounts to Mobile sync and then reselecting all, in hopes it would clear the issue. However now not only won't the same accounts not login/update but a ton of errors come up saying a gazillion transactions did not sync. So I made matters worse.
We Hy does their have to be two separate account update platforms? Why can't I just update all accounts from the desktop which works great and sync to the cloud . I assume the cloud updates the accounts on its own to keep Mobile access current but if so why doesn't it use the same connection data that the desktop uses. I really don't need the cloud to up date automatically, so can I deselect all accounts from the Mobile tab as and just update all accounts on my desktop and sync to the cloud ? Will that work and will that give my mobile devices access to the most current data from when I last synced from my desktop or won't it show anything at all? This is really frustrating as I finally got everything setup and working and now this happens. I would really appreciate some help... Thank you!
Best Answer
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Hello @ riggz609
Thank you for reaching out in the Community, though I’m sorry that you are experiencing this issue. I suggest deleting the cloud account created for the data file and then starting again. Directions to delete a cloud account can be found here: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows
Once this is done, log out of the mobile app, return to the Mobile and Web tab on your desktop and once again, choose the accounts that you want to have synced to the cloud and click the blue SYNC NOW button.
You asked: “I assume the cloud updates the accounts on its own to keep Mobile access current but if so why doesn't it use the same connection data that the desktop uses. I really don't need the cloud to up date automatically, so can I deselect all accounts from the Mobile tab as and just update all accounts on my desktop and sync to the cloud ?”
The cloud will not be updated without clicking on the SYNC NOW feature, it does not update on it’s own. The financial accounts that you would like to see in your mobile app will need to be selected in the Mobile and Web tab to ensure that they are included when the SYNC NOW feature is performed, pushing that data to the cloud, enabling it to be visible on your mobile app.
I hope this was helpful but of course if you have further questions or if deleting the cloud account and starting over did not work, please let us know so that we can assist further.
Thank you
- Quicken Diana
5
Answers
-
Hello @ riggz609
Thank you for reaching out in the Community, though I’m sorry that you are experiencing this issue. I suggest deleting the cloud account created for the data file and then starting again. Directions to delete a cloud account can be found here: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows
Once this is done, log out of the mobile app, return to the Mobile and Web tab on your desktop and once again, choose the accounts that you want to have synced to the cloud and click the blue SYNC NOW button.
You asked: “I assume the cloud updates the accounts on its own to keep Mobile access current but if so why doesn't it use the same connection data that the desktop uses. I really don't need the cloud to up date automatically, so can I deselect all accounts from the Mobile tab as and just update all accounts on my desktop and sync to the cloud ?”
The cloud will not be updated without clicking on the SYNC NOW feature, it does not update on it’s own. The financial accounts that you would like to see in your mobile app will need to be selected in the Mobile and Web tab to ensure that they are included when the SYNC NOW feature is performed, pushing that data to the cloud, enabling it to be visible on your mobile app.
I hope this was helpful but of course if you have further questions or if deleting the cloud account and starting over did not work, please let us know so that we can assist further.
Thank you
- Quicken Diana
5