When I shut down from my PC, Quicken will not let me synch to cloud

It refers me to specific entries (which look fine) and says I must "refresh my data." But it never explains how to do this. So I remain unsynched.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @peterhoff,

    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 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. 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
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