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Certain Accounts Keep Trying to Upload Attachments to Cloud

Hello,

4 of my accounts out of 13 in Quicken keep trying to upload attachments to the cloud. After the attachment I have to go and select "Delete from Cloud only".

I do not have Mobile & Web enabled and I confirmed the sync is turned off. All of my accounts are set up for Web Connect as the connection method.

I cannot find any other reason why these accounts are doing this and the others are not. This started happening after one of the automatic updates around 6 months ago. I've tried contact support and they give up and just tell me to restore an older backer. Obviously not feasible as I have hundred of entries since then.

I do not want mobile or web and do not want my entries or attachments in the cloud. How do I stop this and turn it off?

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    I haven't had an attachments in my file for a long time and I'm away from home at the moment so I can't test it you could move one but I have a feeling that it will not move attachments so that might be a stumbling block for you.  Note that the procedure is actually a copy and then a delete so you can certainly try it with not too much problems but certainly back up like it suggests.

    But in general for non-investment accounts they do tend to move pretty easily using the procedure I gave you.

    And yes I would report it as a bug at least they'll know.

    You can use Help -> Report a problem.
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Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Allday269 said:
    All of my accounts are set up for Web Connect as the connection method.

    Are you sure they are setup for Web Connect (where you download and import a QFX file), instead Express Web Connect?

    The new connection method used with Express Web Connect called QCS is in fact a sync between Quicken Desktop and the "Quicken cloud account".  And it is known that it will sync image attachments.

    See this thread:
    https://community.quicken.com/discussion/comment/20153679
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  • Allday269
    Allday269 Member ✭✭
    > @Chris_QPW said:
    > Are you sure they are setup for Web Connect (where you download and import a QFX file), instead Express Web Connect?
    >

    Yes, if I right click on the account and select Edit, then Online Services tab:

    Connection Method: Web Connect

    I go to each website, download the QFX file, and open/import it in Quicken.


    Even for these accounts in question, when I open the attachment window, I see a little graphic on the bottom left that has a monitor, Quicken cloud icon, and mobile phone icon. I dont see that on the other accounts.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Well that's a new one.

    And very discouraging.  That means that they're syncing those accounts too.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Can you include a screenshot of what you are seeing?

    I can't reproduce this with a Web Connect account I created.
    Note that I do see this when adding an attachment, but it doesn't actually sync to the cloud account.

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  • Allday269
    Allday269 Member ✭✭
    edited February 7
    Sure. Here are some screenshots showing it. Notice how your screen shot does not show the cloud sync icons on the bottom left like mine does.

    I've tried Quicken support a couple of times and it's been futile.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    OK, I was able to reproduce this.  What I did is I first connected it using Express Web Connect and then changed it to Web Connect (or Direct Connect or even deactivated), and the "cloud button" stays.

    And no matter what I did, even deleting the cloud account data set I couldn't get Quicken to turn that off.

    The only thing I can think to do is deactivate that account for downloading.  Use a Web Connect (QFX) file to create a new account, and then use this method to move the missing transactions (you probably want to limit the time range on the QFX to a very small amount of transactions).
    FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
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  • Allday269
    Allday269 Member ✭✭
    Thats interesting. I bet that's what is happening. I wonder if I should file it as a bug. I tried Quicken support a couple of times but they really had no clue what was going on.

    Do you think I would be able to move all my transactions easily from one account to the other? I have thousands of register entries. Most have attachments on them as well.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    I haven't had an attachments in my file for a long time and I'm away from home at the moment so I can't test it you could move one but I have a feeling that it will not move attachments so that might be a stumbling block for you.  Note that the procedure is actually a copy and then a delete so you can certainly try it with not too much problems but certainly back up like it suggests.

    But in general for non-investment accounts they do tend to move pretty easily using the procedure I gave you.

    And yes I would report it as a bug at least they'll know.

    You can use Help -> Report a problem.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
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