Troubleshooting Cloud Sync Errors

Overview

Syncing your Quicken Classic data to the Quicken Cloud allows you to view and make changes to your Quicken dataset on a mobile device, tablet, or web browser with Quicken on the Web. Although this process typically happens without issue, there may be times when an error occurs during the Cloud Sync.

Note: If you need help setting up and syncing your accounts to Mobile & Web, see our support article here.

Before you begin

It is highly recommended you create a backup of your Quicken data file prior to attempting the various troubleshooting steps. If you need assistance backing up your data file, please click here.

Deactivate VPN, firewall, and/or antivirus software

If you are using any VPN, firewall, or antivirus software, they could be affecting the Sync process and causing performance issues. It is recommended to disable these services and then retry the Sync to see if the problem persists. For information on configuring firewalls, see our support article here.

Sign out and sign in to your Quicken profile

An outdated or invalid registration token can lead to Cloud Sync errors. Signing out and then signing back into your Quicken account will refresh the registration token for your Online Connected Services and can help prevent errors with syncing.

1. Go to Edit > Preferences....

2. Select Quicken ID & Cloud Accounts in the left pane.

3. In the Quicken profile section, click Sign in as a different user.

4. Follow the on-screen prompts to sign out.

5. Sign back in using your Quicken ID (email address) and password.

6. Attempt to run the Cloud Sync again.

Verify the Dataset and File name

1. Go to Edit > Preferences....

2. Select Quicken ID & Cloud Accounts in the left pane.

3. In the Cloud Account Details section, verify that the Dataset Name and File name match identically (minus the .QDF file extension). If the file names do not match, click the Edit dataset name button and type in the File name into the Dataset Name field.

4. If the Dataset Name and File name do not match, click the Edit dataset name button.

5. Change the Account name to match the File name below it (do not copy the .QDF file extension).

6. Click OK.

Reset Cloud data

Resetting your Cloud data deletes the cloud data associated with the currently opened data file and then immediately re-syncs your data for the same time period. Your cloud data is not permanently deleted.

1. Go to Edit > Preferences....

2. Select Mobile & Web in the left pane.

3. Click Reset your cloud data in the Quicken Mobile & Web pane.

4. In the Reset Your Cloud Data window, leave the preselected option for "No, just reset my Cloud data", type yes into the box, and click Reset.

5. Wait for the Reset process to complete and then try Cloud Sync again. Note: A full Sync/Reset process may take a while to complete.

Internal Sync Issues

Internal errors can manifest in different ways, such as duplicated accounts/balances, a completed sync that appears successful but when opening the Mobile/Web Apps the data is missing or shows “No accounts added”, or an error message is received while attempting to sync with the cloud. While it can be tough to correctly identify internal errors, follow the steps below to check if there is an Internal Sync Disconnect.

Identifying an Internal Sync issue:

1. Open the Quicken software and navigate to the Mobile & Web tab.

2. Check the Last sync date: if the information in the tab is correct, proceed to the next step. If the date does not match the last time a sync was initiated or the tab shows a "Get Started" button with no accounts, proceed to the "Resolving an Internal Sync issue" section below.

3. Go to Edit > Preferences... > Mobile & Web.

4. Check to see if under the Mobile & Web section, it says "Get Started" or "Reset your cloud data". If the "Get Started" button is present, it is possible there is an Internal Sync Disconnect.

Resolving an Internal Sync issue:

1. Go to Edit > Preferences....

2. Select Quicken ID & Cloud Accounts in the left pane.

3. Click the blue Sign in as a different user link.

4. Type yes into the box to confirm the sign out and click OK.

5. Quicken will refresh and show a blank sign-in screen. Close and reopen Quicken.

6. Sign in with the same Quicken ID (email) and password. If prompted, select Don't Use Mobile. Click OK.

7. When you are signed in and can see your data file again, return to the Mobile & Web section, and click the Get Started button to activate the sync and re-add your accounts.

Uninstall and reinstall Quicken

If none of the other troubleshooting steps worked, uninstalling and reinstalling the Quicken software may help resolve the freezing and/or crashing issue.

• For help uninstalling Quicken, see our support article here.

• For help reinstalling Quicken, see our support article here.