Attachments added to mobile app don't carry over to desktop app

Mobile app version 6.8.0 (24276) on Android. Desktop app version R32.12 Build 27.1.32.12 on Windows 10.

If I take a picture of a receipt in a transaction on the mobile app and save and then sync my desktop app, the attachments don't carry over to the desktop app. They used to, I just can't say how far back since it has worked because my mobile app has virtually not worked since several recent major upgrades and I've only now suffered through the process of making my USAA accounts sync to mobile again.

Either way, the convenience of scanning receipts and uploading via mobile then down to desktop doesn't work.

What is the deal?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jchall80,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



    If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

    Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.
    1. Sign out of your Quicken Mobile/Web app(s)
    2. On your desktop program go to Edit
    3. Preferences...
    4. Mobile & Web
    5. Make sure sync shows it's ON and click on Reset your cloud data 
    6. Wait for the sync reset to finish
    7. Navigate to the Mobile & Web dropdown menu 
    8. Select Cloud Sync to resync your data and to make sure no errors occur
    9. Wait for it to finish syncing 
    10. Sign back in on your Quicken Mobile/Web app(s)
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja
  • jchall80
    jchall80 Member ✭✭
    I have thoroughly exhausted the "Reset your cloud data" approach in just trying to get USAA accounts functioning again with the Mobile App. So to answer your question, it has been done multitudes of times and most recently minutes before my post about this problem. So I don't think this is it.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @jchall80

    Thank you for the response and the additional details. I have few more questions to help me better understand what could be happening.

    First, is this occurring with all of your accounts or specific ones? Is this issue with the USAA accounts or another financial institution as well?

    To make sure we do not miss anything, can you confirm that you are viewing the correct data file on the mobile app? Once signed into the mobile app under setting there is a list of available files, do you have more than one listed?

    Please let me know so we can isolate this issue further.

    -Quicken Tyka
    ~~~***~~~
  • jchall80
    jchall80 Member ✭✭
    edited May 21
    I only sync my USAA accounts to the Mobile app and it is the same behavior for all. I have but only one other non-USAA account. I dislike making changes to the list of accounts to sync because making any modification, for example to sync my non-USAA account, breaks my USAA accounts. Never the less for your sake, I just added the non-USAA account (my USAA accounts are broken now with an authentication error--surprise, surprise). I chose a random transaction on my mobile device for the non-USAA account, created an attachment by taking a picture of a receipt and then sync'd my desktop app. The attachment is NOT carried over.
    Now it will take days worth of attempts and getting locked out and Error CC-501 trying to get my USAA accounts to re-sync to mobile. Thanks for that. [Removed-Rant]
Sign In or Register to comment.