How to Set Up and Sync Accounts from Quicken onto your Mobile Device

Quicken for Mac
Quicken for Windows

When you sync your Quicken data file to Quicken Mobile, you'll have access to your accounts from your mobile device.  

To set up Quicken Mobile Sync in Quicken Desktop:

Quicken for Windows:

  1. Open Quicken and go to the Mobile & Alerts tab.  
  2. Click Get Started to select the accounts you want to sync to your mobile device.

Quicken for Mac:

  1. Go to Quicken > Preferences > Mobile & Alerts
  2. Sign in with your Intuit ID, if prompted
  3. Use the toggle switch to turn on Mobile Access

 

To sync your Quicken data to Quicken Mobile: 

Quicken for Windows:

  1. Click Sync Now under the Mobile & Alerts tab or
  2. To sync to your mobile device whenever you perform a One Step Update, just select Sync to Quicken Cloud under your One Step Update settings:

How to Set Up and Sync Accounts from Quicken onto your Mobile Device

  1. Go to your mobile app and sign in with your Intuit ID
  2. Click the refresh icon. All the data from the cloud is downloaded to your mobile device.

Quicken for Mac:

  1. Go to Accounts > Sync to Mobile or
  2. Click the circular arrow above your account list to Update Online Accounts
  3. Go to your mobile app and sign in with your Intuit ID
  4. Click the refresh icon. All the data from the cloud is downloaded to your mobile device.

 

What to know:

  • After you set up mobile sync in your Quicken file, you'll begin syncing transactions to the Quicken Cloud, and you can then sync from the Quicken Cloud to your mobile device so you can always see your latest transactions.  
  • Information moves in both directions between your desktop and mobile device, and from your mobile device to Quicken desktop. Two-way sync means that transaction updates (like categorizing a transaction or adding a recent purchase) on the mobile device will sync to your Quicken desktop file and be added to your Quicken file.
  • After syncing, everything will match transactions, balances, and budget results, regardless of where you choose to view your data.
  • You should use your Intuit ID to log in to the mobile app your Quicken file is associated with your Intuit ID; log in with your Intuit ID to sync your mobile device to your Quicken file.

Note: The Quicken Cloud transmits your information between Quicken Desktop and Quicken Mobile, but it is not a backup; you can't restore Quicken data from the Quicken Cloud, and you can't access the Quicken Cloud from anywhere except the desktop and mobile Quicken products.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.