Synchronizing Accounts

RNeisser

It seems that 3 to 4 days a week, I have to reset my Quicken accounts on my PC so that they'll synchronize and I can view them on my phone app. This appears to be a new issue, as I don't recall having to do this so frequently in the past.

Quicken Jasmine

Hello @RNeisser,

What do you mean by "reset my Quicken accounts"? Are you having issues with Cloud Sync? Are transactions and data appearing in your desktop application but not your mobile application? Do you receive any error codes or messages? When did this issue begin to occur? What type of data is missing from the mobile application?

I look forward to your response.

RNeisser

Hi Jasmine,

First of all, thank you so much for your response, and I apologize for not being very descriptive earlier. What I'm attempting to convey is that every few days, my Android Quicken app fails to update all the accounts I have, and they don't appear. This wasn't a problem before. To resolve it, I have to visit my PC's Quicken to Web and Mobile, and once again, I have to manually select all the accounts I want to synchronize. Does this clarify the situation?

Best regards, [Your Name]

Quicken Jasmine

Hello @RNeisser,

Yes, it does, thank you. Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

First, backup your Quicken file.

To start with, 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. 
   
   
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.