How do I correct Quicken (Canada) inability to sync with Quicken Cloud?

saylesworth
saylesworth Member ✭✭
I use the Canadian Version, not the USA version. Have used Quicken for many years, and have two files: (i) my own detail and (ii) my wife's detail, I have two cloud-account, one for each file. File (ii) syncs as expected. However, File (i) never completes the sync. The Sync begins but then seems to 'get stuck' when syncing 'transaction.' I have tried many times, and let the process run for 2 hours. No completion. Also I HAVE TRIED TO RESET THE CLOUD account/file, but the same problem occurs. NO ERROR MESSAGES arise. The (unsucessful) sync-process simply continues until I stop it. This problem occurs on both of my home PCs. Can anyone suggest how I correct this? Thank you. Sam

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @saylesworth,

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

    Since, unfortunately, performing a normal cloud reset fails to resolve this issue for you, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

    First, please proceed to save a backup (just in case). From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.
    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud Accounts
    4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
    5. Select the Cloud Account Name used for your main data file and click Delete
    6. Type Yes and click Delete

    After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

    Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the issue you were experiencing persists. You can then also delete the new file you previously created as well as its cloud account.

    I hope this helps!

    -Quicken Anja
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  • saylesworth
    saylesworth Member ✭✭
    Thank you for your suggestions. The problem has NOT been resolved, but we may be moving in a correct direction. Let me explain: I took each of the steps you recommended. Then, after deleting the "Cloud Account" for my main account, and after re-opening my mail Desktop-file ... I started the new sync using the "Get Started" button and the "Sync Now" button. Initially I noted detail on my monitor indicating that detail was being UPLOADED from my Desktop to the Quicken Cloud. This included ^Transactions going UP to the Cloud. Messages then appeared indicating that the following file had been deleted: samactivequicken_2023-01_01.OldSyncLog.dc (?? not sure of the dc). I assumed this meant a new SyncLog had been or was being created, though I received no notice to this effect. HOWEVER, I then noted detail on my monitor indicating that Transactions were now being DOWNLOADED. I assume this might be some verification of the sync-results ??? Unfortunately, this process of DOWNLOADING never ended (as was previously the problem), and I shut this process down after 60 minutes.

    Please note: my main Quicken-data-file is quite large, as it includes thousands of entries going back to 2001. Is there anyway for me to archive all entries earlier than, say, 2020 ON THE ASSUMPTION that reducing the size of the file may be helpful. OR DO YOU HAVE ANY OTHER SUGGESTIONS as to trouble-shooting steps I might try? Thank you. Sam
  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
    I use the Canadian Version, not the USA version. Have used Quicken for many years, and have two files: (i) my own detail and (ii) my wife's detail, I have two cloud-account, one for each file. File (ii) syncs as expected. However, File (i) never completes the sync. The Sync begins but then seems to 'get stuck' when syncing 'transaction.' I have tried many times, and let the process run for 2 hours. No completion. Also I HAVE TRIED TO RESET THE CLOUD account/file, but the same problem occurs. NO ERROR MESSAGES arise. The (unsucessful) sync-process simply continues until I stop it. This problem occurs on both of my home PCs. Can anyone suggest how I correct this? Thank you. Sam
    When you state, "this problem occurs on both of my home PCs." are you indicating that you are trying to sync a common quicken file to/between two PCs (and the cloud)?
  • saylesworth
    saylesworth Member ✭✭
    Not quite certain what you are asking. I do have 2 home PCs and all of my data files are filed on OneDrive, and OneDrive syncs with both computers. These files are stored in the folder named "Documents." Therefore, I can access all data files from either computer. Further, I can access my main Quicken File on both computers AND I can access my wife's Quicken File on both computers. The confusing issue is: I can sync my wife's Quicken file to the Quicken Cloud, and I can do this on both of my computers. However, I can not synch my own main Quicken file to Quicken Cloud on either computer .... this is puzzling. I have seen comments from Quicken that users should not use a Quicken Data File that is synced to OneDrive. I am doing what you recommend we NOT do. HOWEVER, my arrangement does NOT hinder my syncing of my wife's Quicken file. Therefore I do not see why this same arrangement would hinder my syncing of my own main Quicken file. A related comment: years ago the main Document folder provided by Microsoft Office 365 DID NOT SYNCH with OneDrive. However, Microsoft changed this so that the Folders ... Documents, Photos and Desktop ... now sync to OneDrive (as can all other data files). Quicken seems to recommend that our Quicken data files be saved to a folder that is NOT-SYNCed to a Cloud-Service like OneDrive. If we follow this advice, where would we locate the Quicken files. Further, how could we create AUTOMATIC BACKUPS of our Quicken Files if the Quicken Files are not located in a folder that syncs with OneDrive? In closing, may I emphasize that my arrangment works with my wife's Quicken data file but not with my own (main) Quicken file. Thanks for your further reflection on this. sam
  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
    @saylesworth - you answered the question. Quicken recommends against putting a data file on OneDrive, a network drive or any drive other than a local drive in one PC. I suspect that if you contacted Quicken support, they wouldn't provide you with any further assistance until you moved your data file to a local drive. There are various discussions of this matter in the forum. Here is a link to one for your consideration: https://community.quicken.com/discussion/7899956/quicken-with-dropbox-and-or-one-drive.

    FWIW, my Quicken data files are stored on my local c: drive and not synched anywhere. My Quicken backups are stored to a D: drive. I also have a File History drive that will capture the Quicken Data file. I also have onsite and offsite image based backups using Veritas System Recovery. I consider this to be a relatively robust backup scheme.

    I'm not likely to be of any further help with your situation as it is a situation I avoid based on Quicken's advice.
  • saylesworth
    saylesworth Member ✭✭
    Thank you for your response. I have a hybrid system with a C-drive for all programs and a D-Drive for all data. All of my files on D are synced to OneDrive. I will move my Quicken file to C, and see if this solves the issue. I will also review the link you provided. Cheers. Sam
  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
    Thank you for your response. I have a hybrid system with a C-drive for all programs and a D-Drive for all data. All of my files on D are synced to OneDrive. I will move my Quicken file to C, and see if this solves the issue. I will also review the link you provided. Cheers. Sam
    Please post the results of your test of changing the file storage location. Note that you may need to fully delete the Quicken Cloud copy in addition to changing the local storage location of your Quicken file. I would do both simultaneously.
  • saylesworth
    saylesworth Member ✭✭
    Unfortunately, moving the Quicken Data-file to a folder that is NOT synced to OneDrive and deleting from OneDrive (online) all previously used folders for Quicken did not solve the problem. Syncing to the Quicken Cloud began but, as in the past, it never did complete. Eventually I stopped the process and restarted my computer. I then attempted to update what accounts are to be synced to Quicken-cloud, removing the few account that I no longer use. However, Quicken would not complete this process either. The process started but did not complete; I stopped this process after 1 hour.

    I think it best if I simply stop attempting to Sync my Quicken Data Files to Quicken Cloud. This will prevent my use of the Quicken-app on my Samsung Android Cellphone, but I have spent enough time attempting to correct whatever issues exist. THANK YOU for all efforts to assist me with this. Regards. Sam
  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
    Have you run File Validation on the data file that won't sync? Another option is to create a copy of the file that won't synch and try that. The copy function can strip out corruption.
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