Entering transactions on Quicken on the Web ...

Eagle
Eagle Member ✭✭
Hello all ...
Am I correct in understanding that you can enter manual transactions on Quicken on the Web or changes to transactions and then see those transactions and changes show up on the Quicken Desktop?
What do you have to do to make that take effect, get processed, whatever you want to call it.
Is there something special to do?
I do not see them when I go to Quicken Desktop.
What am I missing? A sync? Logoff/Login?
Appreciate any help is trying to un-confuse me!
Thanks for listening ...
Bob
Win10 Home
Quicken 2020 Subscription

Answers

  • Eagle
    Eagle Member ✭✭
    I'm sorry ...
    I may have been a little hasty in this post.
    I just did a sync from Quicken Desktop and my transactions were there.
    Must not have followed through with a sync before.
    Thanks for listening ...
    Bob
    Win10 Home
    Quicken 2020 Subscription
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    In theory the answer is yes.  In practice...

    All you should have to do is enter the transaction in Quicken Web and then when in Quicken Desktop run the sync to cloud, either in One Step Update or on its own.


    If you don't have that in your tool bar it is also on the Mobile & Web menu.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Eagle
    Eagle Member ✭✭
    I got it now.
    Thanks for listening ...
    Bob
    Win10 Home
    Quicken 2020 Subscription
This discussion has been closed.