Quicken LifeHub not updating account names that were changed in QMac

System
System Member admin
edited December 2024 in Using Quicken LifeHub

This discussion was created from comments split from:

Problems w/accounts between Quicken Classic and LifeHub

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  • John@64
    John@64 Member ✭✭✭

    I am having a problem with account names. I made some account name changes in Quicken Classic for Mac but the new names do not appear in LifeHub. The old prior names persist. This is an annoying problem because scanning all the Accounts does not look right.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @John@64,

    To troubleshoot this, in your Quicken for Mac, please navigate to Quicken>Settings, then select Connected Services. At the bottom, you should see a section for Quicken LifeHub. Make sure there is a checkmark next to Send file summary to Quicken LifeHub. Then, click the Resend button.

    Screenshot 2024-12-29 at 5.46.34 PM.png

    Please let me know how it goes!

    Quicken Kristina

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  • John@64
    John@64 Member ✭✭✭

    I followed your instructions but it not solve the problem. I have attached just two of the renamed accounts. In the Accounts list under Financial the changed names do not appear. If I click on Connect Quicken I get the Quicken Connection page. The changed names do appear there. The accounts show 12/30 as the updated date but yet the new names do not appear on the Accounts page. This needs to be fixed, otherwise the Accounts list will be very confusing to my wife.

    jimmy.png
    jacob.png
    old names.png

  • Quicken Kirby
    Quicken Kirby I do not have Quicken yet Member, Moderator ✭✭
    edited December 2024

    Hi @John@64,

    It's absolutely our intention that these should update as your names change in Quicken. We've got a ticket tracking this issue and the fix is being tested now. I'll let you know when it's been fixed. Thanks SO much for letting us know about the issue. I really appreciate it.

    (QLH-372)

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