Memorized payee list not updating on app (not deleting payees that were deleted from desktop list)

GSTgst

The memorized payee list is not updating on my iPhone app. It’s adding new payees, but when I delete payees from the desktop list, it’s not deleting them from the app version (and there’s no way to delete them individually from the app). I’ve obviously sync’d the data with no success. Also, I’ve rebuilt the app database (deleted it and reinstalled the data) with no success either. Any clue as to how to fix this? Thank you.

Quicken Kristina

Hello @GSTgst,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. If you haven't do so already, I would recommend that you reset the cloud and then log out and back into the mobile app. To do that, follow these steps:

Step 1: Reset the cloud data through the desktop program

1. Go to Edit > Preferences > Mobile & Web.
2. Click Reset your cloud data.

Step 2: After resetting your cloud data 

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.
2.  Tap the Menu icon in the upper left.
3. Tap the Logout button at the bottom of the screen. 
4. Sign back in with the same Quicken ID.

Thank you.

GSTgst

I did this before and it didn't fix the issue, but I tried resetting the cloud data again and the problem still remains - the memorized payee list in my app is being added to (with new names), but the payee names I delete from the master desktop payee list don't delete out of the app list. I got no error messages when resetting the cloud data, and I made sure to sign out of the app before resetting the cloud data. Any hints what to try next? Thank you.

Quicken Kristina

Thank you for your reply,

Since the previous steps did not correct the issue, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

First, please proceed to save a backup. From there, create a new data file (click here to view instructions, and review the section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go to Edit
2. Preferences
3. Quicken ID & Cloud Accounts
4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
5. Select the Cloud Account Name used for your main data file and click Delete
6. Type Yes and click Delete
   

After that, switch back to your main data file (click here to view instructions, scroll down and review the section titled: "How to alternate between multiple files"). 

Once your main file opens, resync your data by navigating to the Mobile & Web tab and clicking on the blue Get Started button, and then the blue Sync Now button and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

Thank you.