Bills & Income in Quicken Mobile/Web not syncing with Quicken on Desktop

Gautam Tupil

I have noticed that Bills & Income Reminders are no longer syncing with Quicken Desktop since around March 2022 or earlier. Previously syncing worked perfectly and you could enter a bill & income reminder transaction either in the desktop or mobile and they would sync perfectly and point to the next scheduled date for that bill reminder transaction. I have tried resetting my cloud account but nothing works.

It looks like you can create a reminder transaction in Quicken mobile/Web but it does not sync with the Quicken desktop and vice versa,

Is this a known problem? Is a fix in the works? If there is a workaround or a solution please post and let me know. Much appreciated.

Dewdropin

Does anyone know how to fix the syncing problem between the desktop and the app

Quicken Jasmine

Hello @Gautam Tupil and @Dewdropin, 

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 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. Sign out of your Quicken Mobile/Web app(s)
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/Web app(s)

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

Let me know how it goes!

Gautam Tupil

> @Quicken Jasmine said:
> Hello @Gautam Tupil and @Dewdropin, 
>
> 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 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.* Sign out of your Quicken Mobile/Web app(s)
> * On your desktop program go to Edit
> * Preferences...
> * Mobile & Web
> * Make sure sync shows it's ON and click on Reset your cloud data 
>
> * 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
>
> * Wait for the sync reset to finish
> * Navigate to the Mobile & Web dropdown menu 
> * Select Cloud Sync to resync your data and to make sure no errors occur
> * Wait for it to finish syncing 
> * Sign back in on your Quicken Mobile/Web app(s)
>
> Once that is done, see if the issue still persists.
>
> Let me know how it goes!

I had done a cloud reset before to try and resolve the problem and it did not work. However, I again followed the instructions listed above and reset my cloud account and it does not work. I hope this issue can be fixed. Thanks.

Mr Biggs

I too have had this issue since March 2022, still not resolved. I called tech support, spent hours on the phone, done all the steps above, nothing worked. It is even an issue with a new Quicken file, so the issue is not with my data but with the software. This issue has been reported, no indication as to when it will be resolved. Would have thought the latest updates would have resolved this issue, but it has not.

Pjho627

I have the same issue. I just recently purchased a subscription for windows. I’m still in the 30 days trial period. Please fix this or I’ll be forced to cancel. Thank you.

Pjho627

Looks like I jumped the gun. Re-syncing did work for me. My apologies!

Quicken Jasmine

Hello @Pjho627 ,

Thanks for reaching out to update us. 

I am happy to hear that we were able to resolve the issue. 

Please do not hesitate to reach out with any further questions or concerns!

Quicken Jasmine

Hello All, 

For everyone else still experiencing this issue, thank you for taking the time to visit the Community to report it, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, if the instructions provided above fail to resolve the issue, then we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.

Gautam Tupil

> @Gautam Tupil said:
> > @Quicken Jasmine said:
> > Hello @Gautam Tupil and @Dewdropin, 
> >
> > 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 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.* Sign out of your Quicken Mobile/Web app(s)
> > * On your desktop program go to Edit
> > * Preferences...
> > * Mobile & Web
> > * Make sure sync shows it's ON and click on Reset your cloud data 
> >
> > * 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
> >
> > * Wait for the sync reset to finish
> > * Navigate to the Mobile & Web dropdown menu 
> > * Select Cloud Sync to resync your data and to make sure no errors occur
> > * Wait for it to finish syncing 
> > * Sign back in on your Quicken Mobile/Web app(s)
> >
> > Once that is done, see if the issue still persists.
> >
> > Let me know how it goes!
>
> I had done a cloud reset before to try and resolve the problem and it did not work. However, I again followed the instructions listed above and reset my cloud account and it does not work. I hope this issue can be fixed. Thanks.

Latest Quicken Desktop Canadian Version Update - R45.18 fixed the issue. I am now able to see my scheduled transactions in Quicken Mobile.

Gautam Tupil

> @Gautam Tupil said:
> > @Gautam Tupil said:
> > > @Quicken Jasmine said:
> > > Hello @Gautam Tupil and @Dewdropin, 
> > >
> > > 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 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.* Sign out of your Quicken Mobile/Web app(s)
> > > * On your desktop program go to Edit
> > > * Preferences...
> > > * Mobile & Web
> > > * Make sure sync shows it's ON and click on Reset your cloud data 
> > >
> > > * 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
> > >
> > > * Wait for the sync reset to finish
> > > * Navigate to the Mobile & Web dropdown menu 
> > > * Select Cloud Sync to resync your data and to make sure no errors occur
> > > * Wait for it to finish syncing 
> > > * Sign back in on your Quicken Mobile/Web app(s)
> > >
> > > Once that is done, see if the issue still persists.
> > >
> > > Let me know how it goes!
> >
> > I had done a cloud reset before to try and resolve the problem and it did not work. However, I again followed the instructions listed above and reset my cloud account and it does not work. I hope this issue can be fixed. Thanks.
>
> Latest Quicken Desktop Canadian Version Update - R45.18 fixed the issue. I am now able to see my scheduled transactions in Quicken Mobile.

Scheduled transactions appear in Quicken Mobile but I found that they do not sync when each scheduled transaction is marked as completed between quicken desktop and quicken mobile. I have to manually go to either the desktop version or mobile and skip the scheduled transaction.

Quicken can you please look into this issue and resolve it so that these completed scheduled transactions sync properly

AaronL

Ever since they came out with syncing reminders, it's not worked properly. See posts here: https://community.quicken.com/discussion/7910020/cloud-sync-from-quicken-for-windows-to-quicken-mobile-advanced-bills-by-one-period and here: https://community.quicken.com/discussion/7923180/why-do-bill-and-reminder-dates-change
Random changing dates, categories, etc. Validate file/reset cloud data doesn't fix it and it happens with new files, too.