Not saving bills

Robin Lee
Robin Lee Member ✭✭
edited June 2022 in Paying Bills, Online Billers & Reminders (Windows)
Hi
I am long time Q user running Q premier R32.10 on Windows Surface Pro 3. I am also a user of USAA and have enjoyed the recent F*up USAA caused when updating their login credentials. After fixing all their nonsense, I have re-entered my bills in the Bills and Income reminder but today’s update they are no longer there. Went to find a back up but to no avail. All saved bills gone. Any advice?

Comments

  • Sherlock
    Sherlock Member ✭✭✭✭

    Before restoring a Quicken file backup (or opening an earlier version of a Quicken file), I suggest deleting the Quicken Cloud dataset (aka cloud account) associated with the Quicken file.  Note: You need to open another Quicken file to delete the appropriate cloud account.  You may want to review: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    The other Quicken file needs to have a distinct file identifier so that we may delete the cloud account associated with the original Quicken file.  For example, you may create a new Quicken file (select File > New Quicken File...) without any accounts and enable sync in preferences so you may view and delete the cloud account associated with the original Quicken file. 

    This is necessary because when we open or restore an another version of the Quicken file with the same file identifier, Quicken is not resetting the cloud account appropriately at this time.  I hope they will let us know when they have addressed this issue but, for now, before opening another Quicken file that has the same file identifier embedded, delete the cloud account.  

    Note: Only File > New Quicken File... generates a distinct file identifier.  All other forms of creating a Quicken file, copy the embedded identifier from another file.

  • Robin Lee
    Robin Lee Member ✭✭
    WOW! That was a lot to type thanks. If I did decide to creat a new Q file, is there a way to have Q download just specific dates like from the beginning of the year? Just an FYI, when USAA did their update, they downloaded the last 6 mos of data but the which items were transfers and changed some deposits in those transfers to debits. Oh what a F*ing mess it was. And this happened to all USAA members using Q
  • Sherlock
    Sherlock Member ✭✭✭✭
    Robin Lee said:
    WOW! That was a lot to type thanks. If I did decide to creat a new Q file, is there a way to have Q download just specific dates like from the beginning of the year? Just an FYI, when USAA did their update, they downloaded the last 6 mos of data but the which items were transfers and changed some deposits in those transfers to debits. Oh what a F*ing mess it was. And this happened to all USAA members using Q
    We cannot control the date range of the transactions downloaded from the financial institution when we use the Direct Connect or the Express Web Connect connection methods.  However, it is easy to select and delete the imported transactions and they should not be presented again.
  • Robin Lee
    Robin Lee Member ✭✭
    Yes agree! Thank you again !
This discussion has been closed.

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