Checking and savings accounts wont sync with Mobile/Web

Echocardiologist
Echocardiologist Quicken Windows Subscription Member ✭✭
edited October 20 in Errors and Troubleshooting (Quicken on the Web)

I tried the suggestions, but still not able to sync my checking and savings accounts to the Web app.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited October 20

    Hello @Echocardiologist,

    Thank you for sharing. I am happy to help!

    If you haven't already, please check out this Support Article with step by step instructions on setting up Mobile and Web.

    Are those the steps you followed? If so, are you getting any error messages when trying to sync your accounts? Are you trying to use it from a mobile device or web browser? When you log in to mobile/web, does it just open blank with no data?

    Additionally, screenshots of what you are seeing might be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    Quicken Alyssa

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  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭
    image.png

    And then I hit the "update accounts" tab and it acts like it is trying. But it just comes back to this screen with the "update accounts" tab still highlighted.

  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭

    This is what it looks like on the web app

    image.png
  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭

    Just added and synced a new investment account with no issues.

  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭

    Resetting cloud data to see if that helps

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Echocardiologist,

    Thank you for following up to let us know the additional steps you have tried.

    • Did resetting your cloud data resolve the issue?
    • If not, when you uncheck the Fifth Third accounts, does the sync complete without an issue?
    • Do you have checking/savings accounts with any other financial institution?
    • Have you tried excluding/unchecking each of the checking/savings accounts one by one to see if we can narrow this down to one problem account, or one problem financial institution?

    Looking forward to your response!

    Quicken Alyssa

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  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭
    1. No
    2. Yes
    3. No
    4. Kind of. Just did it with the two newest ones. Checking-Scott and Savings-Scott
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Echocardiologist,

    Thank you for following up with those details.

    I think at this point it would be best for you to contact Quicken Support directly so they can investigate the issue further. They can look at your log files and process an escalation if needed.

    Thanks again!

    Quicken Alyssa

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  • Echocardiologist
    Echocardiologist Quicken Windows Subscription Member ✭✭

    Okay thanks

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Echocardiologist,

    No problem!

    If you need more help, don't hesitate to reach back out.

    Quicken Alyssa

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