Investing Accounts On Quicken Desktop Are Not Syncing with Quicken Mobile or Web

JohnWells
JohnWells Member ✭✭✭
edited March 2024 in Errors and Troubleshooting (Mobile)

Several posts on this have all been closed. I had this problem starting yesterday and followed all the suggestions on these closed posts EXCEPT creating a new quicken file, which is tedious and rediculous. Here's how I fixed the investment accounts not updating on mobile and web:

  1. Restored a backup (replace existing data file) with date that I know this syncing was working.
  2. BEFORE SYNCING I performed a cloud data reset which replaced the data in the cloud with this restored data file's data.
  3. Next I completed a One Step Update to the restored data file.
  4. Finally I performed a Cloud Sync.
  5. I verified all the data correctly updated on the mobile app and Quicken On The Web, signing into them when prompted (because of Cloud Data Reset), and . . . you guessed it, the data agreed everywhere!

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @JohnWells,

    Thank you for coming to share this valuable information with other users!

    -Quicken Jasmine

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