Troubleshooting online banking issues with Quicken Mobile and Quicken on the Web

Overview

Are you receiving an error message when trying to sync to Quicken Mobile or Quicken on the Web? Let's take a look at some ways to get you back up and running! 

Try removing the account from Mobile/Web sync then syncing it again

In the desktop app:

1. Go to Quicken > Settings.

1. Select the Mobile, Web & Alerts tab, then click Accounts. 

1. Uncheck the account(s) that aren't syncing correctly
2. Click Update 
3. Close and re-open the Quicken Settings window and go back to the Accounts tab
4. Re-check the accounts and click Update to sync again

If the steps above do not resolve the issue

Deactivate the affected accounts in the desktop program:

1. Select on the account name in the bar down the side of Quicken
2. Click the Settings gear icon in the lower-right corner
3. Click the Downloads tab
4. Click the Disconnect Account button
5. Click Done. Repeat these steps with every affected account then close Quicken.

Reactivate the accounts:

1. Select the account name in the list displayed down the side of Quicken to open the register
2. Click the Settings gear in the lower-right corner of the register view
3. Click the Downloads tab
4. Click the Connect Account button
5. Type in the financial institution name and walk through the wizard
6. Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s).

If the issue persists, please contact Quicken Support.