Quicken Error - Syncing/Updating Accounts

codinghack
codinghack Quicken Mac Subscription Member
edited January 31 in Download, Add/Update Accounts (Mac)

Getting a Sync Error when attempting to update my accounts. Are others seeing this?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @codinghack,

    Thank you for letting us know you're encountering this issue. Did this start after updating to version 8.4.2? If it did, then you're likely encountering the same issue reported in this discussion:

    https://community.quicken.com/discussion/7970163/sync-error

    To troubleshoot the issue, please follow these steps:

    1. Click on "Quicken" in the top left corner
    2. Select "Settings"
    3. Go to "Mobile, Web & Alerts"
    4. Click on "Accounts"
    5. Take note of the accounts that are Sync'd.
    6. Click on the "none" button to uncheck all accounts
    7. Click on "Update" to check if the error persists
    8. If the error no longer appears, you can re-select the desired cloud sync accounts. You should no longer encounter this error after re-syncing
    9. If the error persists, leave all accounts unselected for Cloud Sync and check again after 24-48 hours.
      1. You can re-enable your desired accounts for sync after an update does not present the error.

    Please let me know how it goes!

    Quicken Kristina

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  • codinghack
    codinghack Quicken Mac Subscription Member

    This is what I see. I do not see Accounts.

    image.png
  • codinghack
    codinghack Quicken Mac Subscription Member

    Note: I am on 8.4.2 - not sure if it worked before on 8.4.2 or not. Sync'ing did work a week or two ago. I did not change the Sync to off.

  • codinghack
    codinghack Quicken Mac Subscription Member

    And I do not want to turn on mobile, web, etc sync. It worked without this.

  • codinghack
    codinghack Quicken Mac Subscription Member

    I have been getting this bogus pop-up for a very long time which maybe related, reading some of the other comments. How can I fix both issues? Thx!

    image.png
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    For the Sync error, since you don't have Sync turned on, please try restoring a backup from before the problem started.

    Is that Account Credentials pop up appearing for an account which shouldn't even be trying to update in your Quicken? If that is what is happening, then backup your Quicken file and deactivate the problem account. If you're not able to find the account, you may need to navigate to Accounts>Hide and Show Accounts to unhide it.

    Hide and Show Accounts....png

    I hope this helps!

    Quicken Kristina

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  • codinghack
    codinghack Quicken Mac Subscription Member
    edited January 31

    For the pop-up issue. I can pull up and see the list of all my accounts hidden and unhidden. How do I identify which is the problem account?

    [Edited - Readability]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    The pop up doesn't tell you the specific account, but it should tell you which financial institution.

    Screenshot 2026-01-31 at 3.45.07 PM.png

    If you have more than one account with that financial institution, you can narrow it down by checking to see if any of the accounts connected in Quicken are inactive or closed on the financial institution side.

    If the financial institution recently changed connection types, like Fidelity, you may also want to check for duplicate accounts, since it's possible that you have an account in your Quicken twice, one version connecting using the old connection type (Direct Connect) and the other using the new connection type (Quicken Connect/OAuth). The pop up would likely be associated with the Direct Connect account, since Quicken Connect/OAuth accounts don't store passwords on your keychain.

    Thank you!

    Quicken Kristina

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