Transactions entered on Mobile or Web do not sync to desktop (2024)

Quicken Jasmine Moderator mod

September 2022

Hello @DDSRT,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue.

First, I would like to make sure that you are initiating a sync on both your mobile app and then again on your desktop application after inputting transactions?

I am looking forward to hearing your response!

-Quicken Jasmine

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DDSRT Member ✭

September 2022

Quicken Jasmine Moderator mod

September 2022

Hello @DDSRT,

Thank you for responding and providing more information.

When inputting information into your Quicken Mobile app, you should initiate a sync on your mobile application and then again on your desktop application once you open it.

To sync your Quicken data to Quicken Mobile:

1. ClickSync Nowunder theMobile & Webtab

​

1. Go to your mobile app and sign in with your Quicken ID
2. Swipe downon the Mobile App home screen. All the data from the cloud is then downloaded to your mobile device.

You may follow this link for more information regarding syncing to the cloud.

Please let me know how it goes after attempting to input data and then sync on both applications!

-Quicken Jasmine

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DDSRT Member ✭

September 2022

Quicken Jared Alumni ✭✭✭✭

September 2022

DDSRT said:

Same results after following the above steps. Again to be clear... the issue is only getting transactions (entered on mobile) from mobile/web to the desktop. Everything functions as it should from the desktop to mobile/web.

Hello @DDSRT,

I am sorry to hear about this issue continuing after making use of the troubleshooting steps provided earlier. Thank you for getting back to us about this.

First, make sure the Mobile App is updated to the current version. The Google Play Store and the Apple App Store will typically keep the Mobile App up-to-date. However, there may be times when you will need to manually accept the update.Once updated, log out of the Mobile App and log back in.

If the issue persists:resetyour cloud data. If you do not see theReset your cloud dataoption mentioned in the steps below, this is because no data has been synced to the cloud. Be sure to save a backup in the desktop first by navigating to File > Copy or Backup File... in the upper menu at the top of the screen.

Step 1: Reset the cloud data through the desktop program

1. Go toEdit>Preferences>Mobile& Web.
2. ClickReset your cloud data.

Step 2: After resetting your cloud data

You'll need to sign out of the Mobile App and sign back in:

1. Open the Quicken Mobile App.
2. Tap theMenu iconin the upper left.
3. Tap theLogoutbutton at the bottom of the screen.
4. Sign back in with the same Quicken ID.

Note:The Mobile App is a companion app and requires the desktop Quicken program to sync data with.Make sure when syncing on your desktop that the accounts you want to sync are selected. In theMobile & Webtab, you can see what accounts are enabled for Mobile Sync. If the accounts you want to sync are not listed there, you can clickEdit Account Settingto add or remove accounts from Mobile Sync.

If you aren't seeing the data file you are expecting to see, try signing out of the Mobile App and signing back in. Also, make sure you are signing in usingthe same Quicken ID on both yourdesktop and mobile device.

You may read more about these steps in the Support Article provided here.

I hope to hear back from you again, if you have the opportunity to check back in with us.

Thank you,

Quicken Jared

DDSRT Member ✭

September 2022

Quicken Jasmine Moderator mod

September 2022

Hello @DDSRT,

Thank you for following up and attempting the troubleshooting steps.

Since, unfortunately, the previous steps have failed so far, next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

First, please proceed tosave a backup (just in case). From there, create a new data file (clickhereto view instructions, and review thesection titled:"Creating a new file").Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go toEdit
2. Preferences
3. Quicken ID & Cloud Accounts
4. ClickCloud accounts associated with this Quicken ID (#)(this is not a button, it is written in blue underneath the"Edit dataset name" button)
5. Select theCloud AccountNameused for your main data file and clickDelete
6. TypeYesand clickDelete
   

After that, switch back to your main data file (clickhereto view instructions, scroll down and review thesection titled:"How to alternate between multiple files").

Once your main file opens,resync your data by navigating to theMobile & Webtab and clicking on the blueGet Startedbutton, and then the blueSync Nowbutton and see whether or not the errors you were receiving persist. You can then also delete the new file you previously created as well as its cloud account.

Please let us know how it goes!

-Quicken Jasmine

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