How to Set Up and Sync Accounts from Quicken to Mobile/Web

Overview

Ready to expand your Quicken access options? Try syncing your data file to the Quicken Cloud!

When you sync your Quicken data file to the Quicken Cloud, you'll have access to your accounts from your phone, tablet, or Quicken on the Web.  

Before you begin

The Quicken Cloud transmits your information between Quicken Desktop, Quicken on the Web, and Quicken Mobile, but it's not intended to be used as a backup service. You won't be able to restore Quicken data from the Quicken Cloud, and you can't access the Quicken Cloud from anywhere except the desktop, web, or mobile Quicken products.

Additionally, the Quicken Mobile App and Quicken on the Web are companion apps designed to sync with the desktop software. If you'd prefer a standalone mobile app to help you manage your finances, try Simplifi by Quicken. For more information about Simplifi, click here. 

Instructions

First, you'll need to set up Quicken Mobile Sync in Quicken Desktop:

1. Open Quicken for Mac.
2. Go to Quicken > Settings.

3. Sign in with your Quicken ID, if prompted.
4. Under Mobile, Web & Alerts, use the Sync toggle switch to turn on Mobile access.

Now, we'll need to sync your Quicken data to Quicken Mobile: 

1. Go to Accounts menu > 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 Quicken ID.
4. Swipe down on the Mobile App home screen. All the data from the cloud is then downloaded to your mobile device.

What to know

Here are some other useful details about the Quicken Cloud:

• After you set up mobile/web sync in your Quicken file, you'll begin syncing transactions to the Quicken Cloud. You can then sync from the Quicken Cloud to your mobile device or Quicken on the Web, 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 Quicken ID to log in to the mobile app. Your Quicken file is associated with your Quicken ID; log in with your Quicken ID to sync your mobile device to your Quicken file.
• Transactions will sync back to May 1st, 2017. Transactions before that date will not appear in mobile/web.
• For more information about the Quicken Mobile Companion App, see our Companion App User Guide. 

Troubleshooting

If you run into a problem while syncing your accounts, don't worry, you can find troubleshooting steps here.