Web updates for investments buggy...told Intuit's problem as a legacy issue??

DrugDoc

I spend several hours this week, including on the phone with tech support and senior call back. They looked at my http and qlogs for Quicken, told me desktop does not accurately update investments to the web. The weird part is that the info is sporadically correct? The brokerage accts are listed on the web, but only about 1/2 of the holdings are listed, those listed are correct? I was told this is "intuit's problem, since they still are providing investment support"...however, when I called Intuit they told me they don't support Quicken. The sr support person who called me back acknowledged this problem is a glitch by Quicken that needs to be corrected in future updates. WHEN?

Quicken_Natalie

Hello @DrugDoc,

Thank you for visiting the Community and sharing your issue, although I apologize for any frustration you may be experiencing.

If you have not already, I suggest resetting your Cloud data, by following these steps:

Step 1: Reset the cloud data through the desktop program

1. Go to Quicken > Preferences > Connected Services.
2. In the Cloud Account section, click Reset.

Step 2: After resetting your cloud data

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.
2. Tap the Menu icon  in the upper left.
3. Tap the Logout button at the bottom of the screen. 
4. Sign back in with the same Quicken ID.

You may also find some of the other information and steps outlined in this Support Article to be helpful in finding a resolution.

Thank you,

Quicken Natalie

Chris_QPW

"Intuit" has nothing to do with the problem you are facing.

First off investment accounts all use Direct Connect or Web Connect, which is a communication channel that Intuit only involvement is to give the URL for Quicken to talk to the financial institution.  So Intuit isn't involved in what transactions are downloaded.

Second the downloading of transactions only happens in Quicken Desktop, it doesn't happen in Quicken Mobile or Quicken Web (actually these are just GUIs for the Quicken cloud account).  The Quicken cloud account does download quotes and non investment transactions, but not investment transactions (it doesn't even have investment transactions).

And as far as I know the "Quicken cloud account" is totally administrated by Quicken Inc, not Intuit.

So this all sounds like a Quicken Desktop to Quicken Cloud sync problem.  Especially since all you can select is the accounts to sync, not the securities.

I would check to make sure the securities aren't hidden.  Other than that the only other think I can suggest is resetting the cloud data.  You didn't say if you are using Windows or a Mac.  Being a Windows user I will give the instructions for Windows.

Edit -> Preferences -> Reset your cloud data.

Chris_QPW

P.S.  Just looked at your profile and see you are using Mac.  Someone else will have to give instructions on how to reset the cloud data on a Mac.

Quicken_Natalie

Hello @DrugDoc,

Thank you for visiting the Community and sharing your issue, although I apologize for any frustration you may be experiencing.

If you have not already, I suggest resetting your Cloud data, by following these steps:

Step 1: Reset the cloud data through the desktop program

1. Go to Quicken > Preferences > Connected Services.
2. In the Cloud Account section, click Reset.

Step 2: After resetting your cloud data

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.
2. Tap the Menu icon  in the upper left.
3. Tap the Logout button at the bottom of the screen. 
4. Sign back in with the same Quicken ID.

You may also find some of the other information and steps outlined in this Support Article to be helpful in finding a resolution.

Thank you,

Quicken Natalie