sync doesn't seem to work

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nkoss
nkoss Member ✭✭
edited January 2023 in Using Quicken on the Web
I synced 10 of my accounts, including bank and credit card, from windows desktop to the web. Attached is a screenshot showing the beginning of the 10 accounts that supposedly were synced to the web. When I go to the quicken.com and sign in, I only see the first 3 accounts. Why didn't the others show up?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @nkoss,

    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 on the Web account
    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. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    7. Wait for the sync reset to finish
    8. Navigate to the Mobile & Web dropdown menu 
    9. Select Cloud Sync to resync your data and to make sure no errors occur
    10. Wait for it to finish syncing 
    11. Sign back in on Quicken Mobile on the Web
    Once that is done, see if the issue still persists.

    Let us know how it goes!

    -Quicken Anja
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