Trouble saving receipt copies to Mobile App

DaBigDaddyDave

I am trying to save receipt copies through the Mobile App but it is not saving to the app or syncing to the desktop. This process worked previously without issue. I do have a new phone but it is similar to my old one. I have uninstalled and reinstalled the app but it is still not working.

Quicken Jasmine

Hello @DaBigDaddyDave,

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

Before I can further assist you, I require some more information. Are you using iPhone or Android? What exactly occurs when attempting to save receipt copies? Do you receive any error codes or messages?

I look forward to your response.

DaBigDaddyDave

My phone is a Motorola Power G 5G running Android 12.

DaBigDaddyDave

The process seems to be working just as it always has except when I press the accept image checkmark and it goes to the main menu. It does not allow me to save the transactions.

Quicken Jasmine

Hello @DaBigDaddyDave,

Thank you for providing more information.

If you haven't already, 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). 

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 
   
   
   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
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur
9. Wait for it to finish syncing 
10. 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!