Syncing Quicken Attachments with Web/Reconciling with Statements in Web

:s I am meticulous with attaching all of my receipts to transactions to desktop Quicken. When syncing to cloud, only some of the receipts actually show up in Quicken web (and visa versa). I need to transition to using Quicken web almost exclusively, so I need to rectify this problem. Also, when reconciling, I have the same problem...account reconciliation on desktop Quicken doesn't completely sync with Quicken on web (and visa versa) and I'm never am sure what my true balance is by looking at web, which I will need to use almost exclusively.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited June 7
    Hello @TerryBeary,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.
    1. Sign out of your Quicken Mobile/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure sync shows it's ON and click on Reset your cloud data 
    6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Wait for it to finish syncing 
    11. Sign back in on your Quicken Mobile/Web app(s)
    Once that is done, see if the issue still persists.

    Let me know how it goes!
    -Quicken Anja
  • TerryBeary
    TerryBeary Member
    Thanks for your response! I did this...and still had issues...so called Quicken tech support, they had me do same thing, and it still didn't resolve issues. Said this was the only fix and that I'd need to write tech support for an answer "within a couple of hours." Still waiting. I asked why I have to put it into writing when he was tech support. He said he would also submit a ticket. ???
  • Quicken Anja
    Quicken Anja Moderator mod
    @TerryBeary Thank you for trying those steps, though I apologize that that did not resolve the issue for you and for the delay in my response.

    Were you by chance given a ticket number for your interaction with support that you could provide us with here? I'd like to take a look at the ticket notes.

    Since, unfortunately, the previous steps failed, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, save a backup (just in case). From there, you will then need to sign out of Quicken on the Web again, and on your desktop program, create a new data file (click here to view instructions, scroll down to Instructions and open the blue dropdown section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.
    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down to Instructions and open the blue dropdown section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab > Cloud Sync. If successful, sign back on to Quicken on the Web app to see if this resolved the issue. You can then also delete the new file you previously created as well as its cloud account.

    Please, check back and let us know how it goes!
    -Quicken Anja
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Do you know that the Quicken Mobile/Web don't support any attachment other than an image?

    Also I believe that anyone with this statement:
    "I need to transition to using Quicken web almost exclusively, so I need to rectify this problem."

    Is going to be very disappointed/frustrated.  Quicken Mobile/Web are very poor substitution for what Quicken Desktop does.  That isn't even taking into account it corrupting your Quicken Desktop data file kinds of problems.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • TerryBeary
    TerryBeary Member
    Hi! I've spent countless hours on the phone with tech support, and 3, or 4?, tech support people. Each one had a different "solution" that didn't work. I figured out that if the little "cloud" icon next to the attachment was missing, then it didn't get synced. Why are some attachments given the little cloud symbol, and other aren't? Answering that will give me the answer. And, Chris, NO, I didn't know that Quicken Web don't support any attachment other than an image. That's interesting, however, still doesn't fully explain why some images are synced and others aren't. It's funny when tech support doesn't know how to answer your question. One guy even hung up on me after 2 hours - he had me uninstalling/reinstalling. One person had me set up a fake account with attachments to see if it would sync (it didn't). Another one said to keep hitting the sync button over and over and check on the web after 2 days to see if giving it more time would take care of it. Can you believe it???? Of course, waiting 2 days didn't make a difference. So...I don't think I'll be renewing my $54/year subscription...because, why? So, my next thing to figure out is different software (that is web-based and will take attachments to almost every line item), or use Quicken on a home-based network .
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