How do I turn off cloud synch. I do not want to use it at all.

John Kirby

After successfully using Quicken for over 20 years, One step update has now taken over and occasionally screws up my data. How can I turn it off completely?

Boatnmaniac

Do you want Cloud Sync turned off or do you want OSU turned off?

To turn off Cloud Sync:  Edit > Preferences > Mobile & Web > Off.

Note:  Turning off Sync will only disable Mobile & Web services.  It will not stop your Quicken program from syncing with your Cloud Account although the data saved in your Cloud Account going forward will be minimal and it will not include any financial data.

If you want Quicken to stop syncing with your Cloud Account you will need to stop using all of Quicken's Online Services (including downloads via OSU and QFX/Quicken format manual downloads from your financial institutions) so you will need to manually enter all your accounts transactions and securities prices. The best thing to do to ensure this is to deactivate all of your accounts that you use with OSU and with manual QFX/Quicken format downloads from your financial institutions.  You can deactivate your accounts from the Online Services tab of Account Details: 

You cannot run Quicken without having a Cloud Account.  You can try to delete your Cloud Account but that process involves setting up a new Quicken data file which creates its own Cloud Account.  And then when you start using your main data file, again, it will recreate your main data file Cloud Account so it's a futile effort.  There will still be occasional syncing with the Cloud Account but I believe that is mostly for verification that you are using a legitimate licensed software and for completing software updates.

splasher

One Step Update (OSU) and Cloud Sync are two very different things.

OSU is the process where Quicken connects to your financial institution and downloads transactions into your accounts for acceptance.

Cloud Sync is the process to put information in the Quicken Cloud Account so that it can be viewed and manipulated via QMobile and/or Q-Web.

You need to describe what you are trying to eliminate and then someone can help you.

Balls in your court.

Boatnmaniac

Do you want Cloud Sync turned off or do you want OSU turned off?

To turn off Cloud Sync:  Edit > Preferences > Mobile & Web > Off.

Note:  Turning off Sync will only disable Mobile & Web services.  It will not stop your Quicken program from syncing with your Cloud Account although the data saved in your Cloud Account going forward will be minimal and it will not include any financial data.

If you want Quicken to stop syncing with your Cloud Account you will need to stop using all of Quicken's Online Services (including downloads via OSU and QFX/Quicken format manual downloads from your financial institutions) so you will need to manually enter all your accounts transactions and securities prices. The best thing to do to ensure this is to deactivate all of your accounts that you use with OSU and with manual QFX/Quicken format downloads from your financial institutions.  You can deactivate your accounts from the Online Services tab of Account Details: 

You cannot run Quicken without having a Cloud Account.  You can try to delete your Cloud Account but that process involves setting up a new Quicken data file which creates its own Cloud Account.  And then when you start using your main data file, again, it will recreate your main data file Cloud Account so it's a futile effort.  There will still be occasional syncing with the Cloud Account but I believe that is mostly for verification that you are using a legitimate licensed software and for completing software updates.

qFish

If I intend to utilize Quicken only for checking accounts and expense budgeting and would rather not store the data in the cloud. Therefore if I do turn off Quicken Mobile and Web Sync will my transaction data and budget values still be stored in the Cloud? Also will this disable the ability to download QFX format information from my bank accounts? I want to retain the convenience of QFX file download capability but not have all my data stored in the cloud. Please advise

NotACPA

If you re-read the replies of @splasher & @Boatnmaniac , it appears that your questions have already been answered.

splasher

@qFish
The one thing that hasn't been mentioned is the data on the aggregation servers used by Express Web Connect download connections.
See this article, https://www.quicken.com/support/how-quicken-connects-your-bank , about what happens in that process, this data is completely separate from the Quicken Cloud Account syncing used by QMobile/Q-Web.
If having that data stored on an aggregation server bothers you, don't make any EWC connections.