Losing An Account From My Data File After Cloud Synch

I performed a manual Cloud Synch on my data file and then closed Quicken For Windows. The next time I opened Quicken, one of my banking accounts was completely missing from the data file - a loss of 15 years of transaction data. Gulp.
I restored and opened a backup copy of the data file, confirmed that it contained the banking account in question and then performed a cloud synch via One Step Update. Same outcome - after the synch was completed the banking account was missing from the data file.
Next, I again restored and reopened a backup copy of the data file. I changed the One Step Update settings and turned off Cloud Synch. Then I ran the One Step Update to completion. This time the banking account was still present. So that's my work around for now. Of course, I'd like to have my data synched on the cloud so I can also access it from my mobile device.
Has anyone else experienced this issue?
I restored and opened a backup copy of the data file, confirmed that it contained the banking account in question and then performed a cloud synch via One Step Update. Same outcome - after the synch was completed the banking account was missing from the data file.
Next, I again restored and reopened a backup copy of the data file. I changed the One Step Update settings and turned off Cloud Synch. Then I ran the One Step Update to completion. This time the banking account was still present. So that's my work around for now. Of course, I'd like to have my data synched on the cloud so I can also access it from my mobile device.
Has anyone else experienced this issue?
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Best Answer
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markus1957 SuperUser, Windows Beta Beta
More likely you are experiencing the issue in the post below. Quicken is soliciting help in reproducing the issue for testing and developing a fix.
Generally this seems to be happening to users who are routinely using more than one Quicken data file. Usually the files are copies of each other that were then modified to maintain different sets of accounts. The copies may have been made long ago and are only now affected by Quicken's new QCS aggregation process. The copies have an internal ID that makes them look the same so when the files are synced to the cloud they are syncing to only one cloud file and getting cross linked. There is no current method to create a new internal file ID when making a copy, like there is when using the New file process.
Express Web Connect Accounts did not update and have disappeared following One Step Update - Page 2 — Quicken
Adding- if you are not using more than one Quicken file, you should restore a backup and then before you use OSU or manual sync, use Reset Cloud File in Edit>Preferences menu. That will delete the current cloud file and create one to match your desktop file. Then verify in the Mobile tab that the accounts you desire are selected for syncing. If so, run an OSU to confirm it is fixed.12
Answers
[removed - inaccurate]
See this FAQ: https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet
Quicken Support links are included.
Windows 10 Pro 32 & 64-Bit Build 21292.1010
also Windows 10 Pro 64-Bit Build 19042.746
Note: Product What's New in Quicken is grayed out.. Also Year is stuck on 2020 and Copyright Date is stuck 2018 in About Quicken.
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
Generally this seems to be happening to users who are routinely using more than one Quicken data file. Usually the files are copies of each other that were then modified to maintain different sets of accounts. The copies may have been made long ago and are only now affected by Quicken's new QCS aggregation process. The copies have an internal ID that makes them look the same so when the files are synced to the cloud they are syncing to only one cloud file and getting cross linked. There is no current method to create a new internal file ID when making a copy, like there is when using the New file process.
Express Web Connect Accounts did not update and have disappeared following One Step Update - Page 2 — Quicken
Adding- if you are not using more than one Quicken file, you should restore a backup and then before you use OSU or manual sync, use Reset Cloud File in Edit>Preferences menu. That will delete the current cloud file and create one to match your desktop file. Then verify in the Mobile tab that the accounts you desire are selected for syncing. If so, run an OSU to confirm it is fixed.
Hello @h1swallen
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. We have recently been seeing a couple of errors similar to the ones you have but I do have a couple of questions first. Was the account on Express web connect or direct connect? Do you use multiple files with similar data or just a singular one?
Once you have a chance let us know!
Thanks,
Quicken Francisco
I agree with @[email protected] this sounds like the problem stated in that link, as in Quicken cloud (and Express Web Connect for that matter) are now deleting accounts.
The problem seems to stem from the data file and the Quicken cloud account data getting out of sync. You can reset your cloud data as a temporary fix, but at this point it isn't known what really gets your data file/cloud data into this state.
I may be misunderstanding your question about express vs direct connect but I'll give it a shot. The account that disappeared during Cloud Synch contains only manual-entered transactions. I'm not downloading any transactions for this account from the financial institution.
Thanks - Jon
> Adding- if you are not using more than one Quicken file, you should restore a backup and then before you use OSU or manual sync, use Reset Cloud File in Edit>Preferences menu. That will delete the current cloud file and create one to match your desktop file. Then verify in the Mobile tab that the accounts you desire are selected for syncing. If so, run an OSU to confirm it is fixed.
Thank you for your suggestion and instructions @markus1957 on resetting the cloud file. It worked perfectly and my Quicken Windows desktop file and my cloud data are once again in 100% alignment.
This appears to be all related to the New Cloud Service
I have had two accounts removed on three different occasions as i tried to get the New Cloud Sync to work correctly on 3 separate occasions.
While one account is a popular and heavily use checking account via Webconnect, the second account has no automated downloads - it is all manually managed.
What I find distressing about this is that when this happens - the accounts are GONE. They are not hidden or anything like that - they are removed from my local Quicken data file. Thank goodness for a good backup procedure.
Also - mentioned above is that it is thought this is related to multiple datafiles being used under 1 Quicken instance. That is not the case for me - I have 1 and only 1 data file and experienced this problem every time I tried the new Cloud Sync.
Also worth noting - i would use the VALIDATE procedure to ensure the data file was proper in every sense before attempting to get SYNC to work again. This apparently has no bearing.
I see this as a major problem - as the removing of accounts within Quicken on the PC does not give me the comfort that Quicken has this under control. While I used the Quicken App routinely under the old cloud service - using SYNC now is no longer an option as it is so destructive in nature.
Having used Quicken since 1995, this new cloud SYNC issue is very concerning.
In my case after Quicken completed the sync to the new cloud service a credit card account and several closed bank accounts disappeared. They were accounts that I have to update manually or accounts that are closed, but that I still need to maintain the integrity of account transfers.
When I restored from my most recent back-up the problems began to cascade. I was able to get my accounts back, but I then received an error indicating that two local payment accounts were not found on the server and were deleted. Now it seems I will have to re-setup my payment accounts and re-create all of the manual entry that had been done after the last back-up.
Unfortunately, I didn't notice that the missing accounts were missing before I started the manual entries. It's all very frustrating. When I take stock of the fact that syncing to the cloud service can cause data to be deleted from a local file without any warning, it draws the core integrity of the product into question. All the new features and conveniences Quicken is touting don't mean a thing, if the product can't maintain data integrity and can't be counted on to work reliably.
In addition, according to the most recent Quicken Release R30.14 (Dec 2020), the release note indicates it fixed the problem. I wonder whether you are currently on this release. If you are, the update may not have resolved all possible scenarios for this issue.
Release R30.14 (Dec 2020)
Fixed: Resolved an issue in which accounts migrated to Quicken Cloud Services were, in rare circumstances, deleted during One Step Update.