I need Help Syncing Mobile App Accounts

Steve C from ATL
Steve C from ATL Member
edited April 24 in Using the Mobile App
Not all of the accounts I selected on the MS Desktop APP appear on the Mobile App. I've deleted and replaced the Mobile App several times. Each time I open the Mobile App after replacing it, I get a different set of my accounts, but never all the accounts I want. Am I doing something wrong or does the Mobile App simply not work correctly?

Best Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @Steve C from ATL,

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

    Let us know how it goes!
    -Quicken Anja
  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 24 Answer ✓
    You're welcome and thanks for the update! Glad to hear that worked for you. :)
    -Quicken Anja

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @Steve C from ATL,

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

    Let us know how it goes!
    -Quicken Anja
  • Thank you. I followed your recommendations and it worked.
  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 24 Answer ✓
    You're welcome and thanks for the update! Glad to hear that worked for you. :)
    -Quicken Anja
This discussion has been closed.