Using Quicken on 2 computers - Again

Question

I have read the original posting and tried it on a few occasions. Whenever I bring up the file on my laptop It throws update errors requiring me to close all of the accounts and reopen them for online access.

Returning home the same thing happens if I copy back. Also, if I do not copy back and just use my original file on my desktop, I still am required to reinitiate all of the online account access.

Quicken Kristina · Answer

Thank you for the follow-up,

This issue is likely being caused by the change in device causing the financial institution to detect something different about the connection and require you to reconnect your accounts as a security measure.

If you want to investigate the issue further, it may be beneficial to reach out to Quicken Support directly when you're about to copy your Quicken file from one device to the next.  That way, they'll be able to see the entire process and be able to better determine if this is normal behavior or not.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Thank you!

Bione · Answer

An additional note. When I used my PC again, the same error message appeared. I did not copy back the db file from my laptop. I had to reset all the accounts. Also, if there were any pending transactions in my checking account that show up in the account balance even though the transactions have not come across, the program makes an adjustment to match up my balance throwing everything off when those transactions clear. I have to make another adjustment to balance things out.

Bione · Answer

I had to roll back both PC and Laptop to 64.19 from 64.21 because of lockup issues while somehow missing  the new Bills and Income changes. After this I went ahead and again transferred my db file to my laptop and ran OSU. I got similar error messages as I saw before.