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Auto Sync on Close doesn't start automatically

JimC52

Quicken Classic desktop on Win10 - After resolving a previous issue along this same line a while back everything has been working as advertised for a few weeks now. Starting around May 18th, the automatic sync feature didn't start when exiting the application following a checking / savings / credit card register transaction entry or update. If I restart the application, select the Mobile and Web tab, and manually sync the data, everything works fine. The settings are SYNC is ON, and Sync to cloud on closing Quicken is enabled.

Don't know if it is related, but I noticed an occasional error message during two manual syncs on the 21st regarding "server errors" and to try again later. However, to the best of my memory, the auto sync function has been non-working or unreliable since the 18th or 19th.

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QWIN - Mobile/Web Sync

Comments

Quicken Kristina

Hello @JimC52,

Thank you for letting us know you're encountering this issue. Quicken for Windows doesn't really have an automatic sync on exiting the program, but if there have been any changes since your last sync, you'll typically get a pop-up message asking if you want to sync.

Have you been seeing this prompt when you exit Quicken? If you haven't been seeing the prompt, then that may mean the "Don't remind me to sync" checkbox may have been marked, preventing the pop-up from appearing. If that is what happened, you can get it to show up again by navigating to Edit>Preferences>Alerts & Messages, then clicking the Reset Quicken Warnings button.

I look forward to your reply!

JimC52

I'm sorry Kristina, maybe I didn't make myself clear enough.

Quicken Premier Classic for Windows, Release 62.16, Build 27.1.62.16, absolutely does include a "sync to cloud on closing" (direct quote from the Quicken Mobile and Web screen displayed when the Mobile and Web tab is selected from the menu. The block near the top of the screen deals specifically with syncing accounts chosen from my local quicken file to the cloud for use by the Quicken Mobile application. It has worked properly for a very long time, but recently (within the past year) had some issues. The fix it last time, I had to completely disassociate the cloud data from my local file and then reselect the accounts and reestablish the cloud sync. There were several other steps in the process but at a high level this is what fixed it.

Quicken Kristina

Thank you for your reply,

Thank you for the clarification. Are you still seeing those error messages, or did that happen only on the 21st? Do you have your Quicken set up to Sync during the One Step Update also, or only when you exit the program?

Screenshot 2025-05-24 at 10.37.20 AM.png

When you exit the program, do you see the reminder to sync at all?

Reminder pops up, if you select not to remind again....png

If not, what do you normally see that is now not happening?

The troubleshooting steps that you mentioned worked last time are the recommended troubleshooting steps for online banking issues in the Quicken Companion Apps. I'm assuming that did not correct the issue this time?

So that I can check the logs to see if there are any issues with syncing, please navigate to Help>Report a Problem and send a problem report with log files attached.

Thank you!

JimC52

Do you have your Quicken set up to Sync during the One Step Update also, or only when you exit the program?

→ Yes, "Sync to…", "Download..", and "Update.." are all enabled as well as the Financial Institution and all accounts within it. (This has been working for a long time and stopped around the 18th or 19th.

When you exit the program, do you see the reminder to sync at all? If not, what do you normally see that is now not happening?

→ No, not anymore, the program just exits. I used to see this every time I exited, and new data needed to be sync'd.

→ I've been using Quicken Premier Classic and Quicken Mobile for Android ever since they became available. I've only experienced this problem a few weeks ago and again very recently (ongoing). I was told that I needed to rename my cloud dataset (which contradicts the instructions) to effectuate repairs a few weeks ago; the loss of synchronization was caused by my use of a non-standard dataset name. That isn't the problem this time however the symptoms are the same. I'm disappointed that I should even have to consider "repairing" the file synchronization again in such a short period of time. It isn't the mobile application that is having the issue, it is the desktop version. It appears to me that the desktop version no longer checks to see of the local and cloud datasets are synchronized when it exits. I know there was an update to the desktop version recently, but I don't remember when and can't correlate that to the occurrence of this synchronization problem again.

Quicken Kristina

Thank you for your reply,

I reviewed the logs that you sent. I can see the error messages that you referred to in your earlier post, but those seem to have been temporary errors. There aren't any more recent issues showing in the sync log.

I suspect this issue may be either an issue with a setting getting changed or possibly a program issue. If you haven't already done so, please try the process I recommended in my earlier post, navigating to Edit>Preferences>Alerts & Messages to reset Quicken Warnings.

If that does not correct the issue, then the next step is to manually reinstall the most recent Quicken update. You can find the instructions and the link to download the update in this article:

https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/

Please let me know how it goes!

JimC52

Downloaded and manually installed the most recent update as suggested with no errors indicated.

Opened Quicken and deleted a placeholder record from the checking account register with no errors indicated.

Selected Mobile and Web tab and verified that Auto sync on close was selected.

Exited the program using the Exit option in the File pulldown menu, No prompt for or message about syncing to the cloud.

Restarted Quicken and selected the Mobile and Web tab.

Selected Manually Sync Now option which ran with no errors and completed with a success message.

I've also Reset Quicken Messages and Warnings as previously discussed.

Still….no automatic sync on close.

Quicken Kristina

Thank you for your reply,

Since I'm not able to replicate the issue in my own Quicken, I suspect this is either file specific, or possibly a device setting or program conflict causing this problem.

What is the exact location of your Quicken file? You can see the file path in your Quicken program by choosing the File menu option, then looking just above Exit. It should list the 4 most recent Quicken files you've accessed, with the one you're currently in at the #1 spot.

To test if it's something specific to that file, you can create a new Quicken file. Do not connect any accounts in the new file; just add an offline account so you can test if it does the automatic sync on exit or not. Once you have confirmed whether the sync on exit works or not, you can return to your main Quicken file.

Thank you!

dsutton195

Just an FYI, I have been having the same issue with this feature for almost a year.

[Deleted User]

I think this will fix your issue -

Reset the Quicken ID associated with the Quicken file.

Click on Edit → Preferences → Quicken ID & Cloud Accounts
Then click "Sign in as a different user"
Enter "yes"
Click on "Sign Out"
Sign in with the your Quicken ID

Once you do this, Auto Sync on Close should work again.

JimC52

Bingo CaliQkn!! That did it. Signing out and back in got everything working as expected again. I will add that until this suggestion came up, I had been manually syncing using the toolbar button icon and it worked every time with no complaints.

Thanks for this solution.