Adding attachments to registers

Question

Whenever I attach a document out of my local computer, only one of my accounts in Quicken is not only uploading to my Quicken register, but also to the Cloud?  I then need to manually request within Quicken to Delete from the Cloud and retain in my desktop only.  I see no settings for this individual financial institution account?  All of this occurs within Quicken Register.  How can I turn this off?  I have already confirmed sync is OFF in Mobile/Web Browser.

Chris_QPW · Answer

(On Direct Connect) I'm afraid not, it all depends on what the financial institutions support, and more and more are going away from Direct Connect.

In truth I don't think this is Quicken Inc "strong arming", it is more like poor programming/taking the easy way out.

Earthquick · Answer

Wow, it looks like you are spot on!  Quicken representative did not even figure this out.  Direct Connect accounts do not automatically sync to the cloud.  It seems I cannot change all institutions to Direct Connect?  I really appreciate your assistance, Chris!

Chris_QPW · Answer

What is the connection type of each the accounts?
If you are not using the drag and drop feature, but instead using the dialog to add the attachment, then it is going to depend on the connection type whether it will sync it to the Quicken cloud dataset or not.