how do i repair cloud sync errors

Dawgbite

I have two transactions from the past that have synced in the past but due to some recent transmission from the bank that I had to fix, they are not syncing and I keep getting the msg when I go to log off and save. I have tried fixing the transaction in various ways as stated in the help program, but nothing seems to work. The severity is "important" and it is not affecting balances, etc. It is just a pain to keep showing up when I log off. What should I do?

Quicken Anja

Hello @Dawgbite,

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

First, could you please provide which version release of Quicken you have currently running?

• Help > About Quicken

If you haven't already, I suggest resetting your cloud data 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. Navigate to Edit
   
2. Preferences...
3. Mobile & Web
4. Make sure sync shows it's ON and click on Reset your cloud data 
   
5. 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
   
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur

Once that is done, see if the issue still persists.

Let us know how it goes!

Quicken Anja

Hello @Dawgbite,

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

First, could you please provide which version release of Quicken you have currently running?

• Help > About Quicken

If you haven't already, I suggest resetting your cloud data 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. Navigate to Edit
   
2. Preferences...
3. Mobile & Web
4. Make sure sync shows it's ON and click on Reset your cloud data 
   
5. 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
   
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur

Once that is done, see if the issue still persists.

Let us know how it goes!