Accounts not syncing from Quicken Desktop to Web/iOS

Mark Valpreda

I used to be able to see all my accounts on my iPhone, add transactions, etc. Now there is only 1 of 5 credit cards listed, and no bank accounts. Get the same results on my phone and Quicken on the web.

I have signed out, back in, forced a sync, nothing gets them to show up. Not sure what is different than a month ago, but would like to get the functionality back on mobile/web.

Quicken Jasmine

Hello @Mark Valpreda,

Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

To clarify, you have been experiencing issues with the Web&Mobile sync function where your accounts, balances, and transactions that appear on your desktop are not appearing on your companion applications?

If so, then first,  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. 
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!