Auto sync to cloud on close has recently stopped being "automatic"

JimC52

Long time quicken user with stable Win10 Q Classic Premier on regular updates. The automatic sync to cloud on close feature has worked properly for several months, but all of a sudden recently quit being automatic. There had been no changes to the environment - local copy on internal SSD C: drive - and no network changes on my end.

Manual sync to cloud works fine and remotely entered data uploads as expected.

I have refreshed the cloud data, and then deleted and re-initialized it when the refresh failed.

There are no error messages.

I know it isn't syncing automatically by checking the remote app on my android phone a few hours later. Any ideas where to go next?

Quicken Jasmine

Hello @JimC52,

I know that you mentioned refreshing the cloud, however, I invite you to take a moment to review the instructions below. It is recommended to save a backup before proceeding. 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. 

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. 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!

JimC52

As noted in the first paragraph above, I aligned the Dataset Name with the Filename (less the .QDF extension). Interesting, the on screen help message describes the Dataset Name as "friendly file name" for the actual data file. Nevertheless, I did as asked and they are now aligned.

I then completed the following enumerated steps, going even further by removing the application from my cellphone and reinstalling from the Play Store. I also shut down and restarted my cellphone. I'm not sure how the mobile app could prevent the desktop app from syncing data on close (of the desktop app), but I completed everything as requested.

I then created an account entry in on the desktop and exited the program. After waiting for about 5 minutes I opened the mobile Companion app and could not find the corresponding entry from the desktop. I then restarted the desktop app, checked the "last sync'd on" timestamp in the Mobile and Web screen; it is still not automatically syncing the data when the application is closed.

This used to work and has worked for many months, and through several desktop app quicken updates. I'm not exactly sure when it ceased to work but it has been within the past 30 days.

So, no, this suggested procedure did not resolve the failure-to-auto-sync-on-close problem.