Sharing Access

This discussion was created from comments split from: Managed Sharing.

Comments

  • DCKiwi
    DCKiwi Quicken Mac Subscription Member, Mac Beta Beta

    Hello @Quicken Anja,

    I am having a different problem with sharing. I am trying to give my wife access to our Quicken data via the web application. I logged into the web application and clicked Profile, clicked my Quicken file and clicked ‘Share’.

    I am asked to provide a first name, last name, and email address. No matter what I enter here, after clicking Invite I get the error:

    ”Sorry, but we were unable to make your changes.”

    Any idea what this could be about? Thanks in advance

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @DCKiwi,

    Are you experiencing this issue with LifeHub or Quicken on the Web?

    If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed. 

    Thanks!

    -Quicken Jasmine

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  • DCKiwi
    DCKiwi Quicken Mac Subscription Member, Mac Beta Beta

    Hi @Quicken Jasmine ,

    Thanks for getting back to me. I am using Quicken Classic on the Web (app.quicken.com). A screenshot of the error is below.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @DCKiwi,

    First, which browser are you attempting this on? Second, would you mind attempting to replicate this issue using a different browser?

    Let me know!

    -Quicken Jasmine

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  • DCKiwi
    DCKiwi Quicken Mac Subscription Member, Mac Beta Beta

    Hi @Quicken Jasmine ,

    I was using Safari on MacOS. I just tried on Chrome and had the same issue.

  • Quicken Anja
    Quicken Anja Moderator mod
    edited January 18

    Hello @DCKiwi,

    Thank you for providing the requested information from @Quicken Jasmine. I apologize for any inconvenience this issue may have caused.

    I attempted to replicate what you're seeing but was not able to do so.

    To begin troubleshooting, I recommend resetting your Quicken Cloud. This process will not affect your data file or other Cloud Accounts (if applicable). Please follow the steps below to reset your Quicken Cloud.

    1. Sign out of Quicken on the Web
    2. Navigate to the Quicken dropdown menu (in the Quicken desktop program)
    3. Settings... 
    4. Mobile, Web & Alerts
    5. Use the toggle button on the left to turn Sync OFF 
    6. Click Disable Sync
    7. Navigate to Connected Services
    8. Click Reset (click Reset again on the pop-up box)
    9. Once the Reset completes, navigate back to Mobile, Web & Alerts
    10. Use the toggle button on the left to turn Sync ON
    11. Click Enable Sync

    After enabling sync, go to Mobile, Web & Alerts > Accounts to select or deselect the desired accounts, and then click Update.

    Finally, sign back into Quicken on the Web and check if the Sharing issue persists.

    Let us know how it goes!

    -Quicken Anja
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  • DCKiwi
    DCKiwi Quicken Mac Subscription Member, Mac Beta Beta

    Hi @Quicken Anja ,

    I tried your suggestion, but I still get the same error.

    I should mention that I’m in the Quicken Beta program. I wonder if that’s impacting my ability to share access?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    It's possible, but that's a question you'd need to ask in the Beta section of the Community.

    Is the file you're trying to share using version 8.0.1 or earlier? You can check that in your Quicken program by navigating to Quicken>About Quicken.

    Near the top, it will show you which version you're using.

    You mentioned that you're encountering this problem using both Safari and Chrome browsers. Are those browsers up to date? Do you use any browser extensions/add-ons (such as pop up blockers or ad blockers)? Do you have an anti-virus program on your computer?

    Thank you!

    Quicken Kristina

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