Most of my data entry is into desktop version. Occasionally, I try and make some changes through the web based version. Data does not synchronize properly
Thank you for providing more information.
To start with, I suggest that you try to reset your Quicken Cloud. Doing so does not affect your data file nor other Cloud Accounts (if applicable). Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding.
Once that is done, go back to Mobile, Web & Alerts to select/deselect the accounts as desired and see if the issue still continues to persist.
Please let me know how this goes!
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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. What exactly occurs when attempting to sync your data? Are you performing a cloud sync on your web-based version before closing it and then again on your desktop version after first opening it? Are you receiving any error codes or messages? How long has this issue been occurring?
I look forward to your response.
@tom-LelandNC I also use both Quicken Mac on my desktop as well as Quicken on the Web and the Quicken Mobile App. Here are the best practices that have worked well for me as far as keeping everything in sync nicely and avoiding errors:
1. When using the desktop app, I always start with a full update (clicking the button with the arrow in the top left) to pull the latest data from my banks and also to pull any new information I may have entered on the web or in the mobile app so I know I am working with the most up-to-date information.
2. When I finish working in the desktop app, I always end with another full update to sync all my changes to Quicken Cloud so that when I open Quicken on the Web or the mobile app, I know that I will be working with the most up-to-date information from the desktop app.
3. When accessing Quicken on the Web or the Quicken Mobile app, I always let the initial update that always starts when using either one to fully finish so I know that I’m working with the most up-to-date info from the desktop app before making any changes or edits.
4. Finally, when I’m done working with Quicken on the Web or the mobile app, I do another update (on the web there’s an update button similar to the desktop app; on the mobile app you swipe down to trigger another sync). That way I know that the next time I open the desktop app and do my initial update, it’ll be pulling all of my most recent changes from Quicken on the Web/mobile app.
Working this way has made things work pretty much flawlessly for me, and things stay in sync across all devices. Best of luck!
Thanks for coming back to update us.
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.