Changed name of active file on desktop but mobile data file name did not, also bank sync errors out

Changed name of active file on desktop but mobile data file name did not, also bank sync errors out. For the bank sync issue, it suggests that the online link be deactivated on desktop and reactivated - that idid not work

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited January 17
    The name that Quicken, Quicken Mobile and Quicken on the Web key off of and use for syncing is not the name of your QDF file.  It is the name of your Cloud Account.  One can change the name of the QDF file all day long and it will not change the name of the Cloud Account.
    Changing the name of the QDF file does not require any change to be made to the Cloud Account name.  It will continue to function normally if the name is not changed.
    If, however, you want to change the name of the Cloud Account to match what you renamed your QDF file to, there are 2 ways to do that:
    OPTION 1:
    1. Edit > Preferences > Mobile & Web > if Sync is not turned on, then do so now > OK > OK.
    2. Edit > Preferences > Quicken ID & Cloud Account > Edit dataset name > change the Account name to what you want it to be > OK > OK.
    3. I'm not sure but I'm guessing you will then need to re-link your Mobile to this new name Cloud Account.  I am not sure how that might affect the data for Mobile.
     OPTION 2:
    1. File > New Quicken File > name the file whatever you want...."TEST" would be a good one > make sure it is set up with Sync turned on > do not set up any accounts > Edit Preferences > Quicken ID & Cloud Account > Cloud Accounts Associated with this Quicken ID > click on the file Cloud Account name that you want to change > Delete > Yes > Delete > Close > OK.
    2. Open your recently renamed main data file. 
    3. You will probably be prompted to sign into Quicken with your existing Quicken ID and PW.
    4. Quicken will then create a new Cloud Account with the new name of this file for it.
    5. This process will break the connection you have with Mobile so that will need to be set up, again.
    If you still get a bank sync error:  Do you have more than one account with this bank?  Did you deactivate each of them before you did the reactivation?   If not, you might want to try doing that, making sure to Link the downloads to your existing accounts in Quicken.
    If the bank sync error still occurs:  It could be that your Cloud Account might need to be reset:  Edit > Preferences > Mobile & Web > Reset Your Cloud Data.  NOTE: Before doing this you might want to click on the question mark to the right of "Reset you cloud data".  That will open Help and explain what will happen.
    (QW Premier Subscription: R44.20 on Windows 11)