Transactions entered on mobile app not syncing to desktop

Renee Denton
Renee Denton Member
edited May 2023 in Using the Mobile App

I have tried to sync manually on desktop. I have opened the mobile app, swiped down to sync. and then manually tried sync on desktop again. Transactions still not showing up. I tried removing the account from sync to mobile app and then reloading it to sync. I deleted mobile app from my phone and the loaded from play store again. When i signed back in, the old transactions on the mobile app were still showing, but still will not sync to desktop. Nothing is working. Please help

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    edited April 2023

    Hello @Renee Denton,

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

    To clarify, you are experiencing an issue where your transactions are not syncing between your desktop application and your mobile application?

    If so, 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). It is advised to save a backup before proceeding with troubleshooting steps (just in case).


    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!

    -Quicken Jasmine

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  • So that caused me to lose all the transactions that were in Quicken mobile, so i have to re-enter a few weeks worth of transactions. I entered one in the mobile app as a test and did a sync. It did work.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Renee Denton,

    Thank you for coming back to update us.

    I do apologize that you lost transactions, this should not occur when resetting the Quicken Cloud. However, I am happy to hear that we were able to reach a resolution!

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

    -Quicken Jasmine

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