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Checking and savings accounts wont sync with Mobile/Web

Echocardiologist

I tried the suggestions, but still not able to sync my checking and savings accounts to the Web app.

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Windows

QWIN - Mobile/Web Sync

Mobile and Web Apps

Comments

Quicken Alyssa

Hello @Echocardiologist,

Thank you for sharing. I am happy to help!

If you haven't already, please check out this Support Article with step by step instructions on setting up Mobile and Web.

Are those the steps you followed? If so, are you getting any error messages when trying to sync your accounts? Are you trying to use it from a mobile device or web browser? When you log in to mobile/web, does it just open blank with no data?

Additionally, screenshots of what you are seeing might be helpful. 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.

Thank you!

Echocardiologist

And then I hit the "update accounts" tab and it acts like it is trying. But it just comes back to this screen with the "update accounts" tab still highlighted.

Echocardiologist

This is what it looks like on the web app

Echocardiologist

Just added and synced a new investment account with no issues.

Echocardiologist

Resetting cloud data to see if that helps

Quicken Alyssa

Hello @Echocardiologist,

Thank you for following up to let us know the additional steps you have tried.

Did resetting your cloud data resolve the issue?
If not, when you uncheck the Fifth Third accounts, does the sync complete without an issue?
Do you have checking/savings accounts with any other financial institution?
Have you tried excluding/unchecking each of the checking/savings accounts one by one to see if we can narrow this down to one problem account, or one problem financial institution?

Looking forward to your response!

Echocardiologist

No
Yes
No
Kind of. Just did it with the two newest ones. Checking-Scott and Savings-Scott

Quicken Alyssa

@Echocardiologist,

Thank you for following up with those details.

I think at this point it would be best for you to contact Quicken Support directly so they can investigate the issue further. They can look at your log files and process an escalation if needed.

Thanks again!

Echocardiologist

Okay thanks

Quicken Alyssa

@Echocardiologist,

No problem!

If you need more help, don't hesitate to reach back out.