Hello @William Evans
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issues you're having. I was reading over the thread and it seems like you're running into a couple of issues overall since the recent update here. It may be best for you to contact Quicken Support instead as you may need extensive troubleshooting done in order to have this successfully resolved. They also have the ability to screen share with you (if you feel comfortable doing so) and will be better equipped to help you accomplish and set up what you need.
Thanks,
Quicken Francisco