Set up your Quicken desktop software

There are three simple steps to setting up your Quicken desktop software:

  • Create an Intuit ID.
  • Select the accounts you want to sync and use for alerts.
  • Customize your email and alert preferences.
  1. Within the Quicken desktop software, click the Mobile & Alerts tab.
  2. Click Get Started
  3. Enter your zip code.
  4. Click Next when you are finished.
  5. Select the accounts you want to sync and use for alerts (You can choose the actual alerts later). Only spending accounts—checking, savings, cash, and credit cards can be synced with your mobile device. Investing account balances and transactions can't be synced at this time.
  6. If necessary, enter the password for each account.
    • Tell me more
      Your account passwords may already be filled in if you use the Quicken Password Vault to manage your passwords; otherwise, enter the password for each account.

      Accounts that aren't connected (enabled for transaction download) do not require a password. They are listed under the "Other" heading in the Accounts to Sync column.
  7. Click Done.
    • What happens next?
      The accounts you've chosen to sync, and the transactions they contain, will be transfered to any mobile device that shares the same Intuit ID.

      If this is the first time you've synced this data file, and if there is existing data on your mobile devices that share the same Intuit ID, the Quicken desktop software will ask you how you want to handle the situation: replace the data on mobile device with the data in your desktop software, or create a new desktop software data file that contains the data in your mobile devices. You can also choose to do nothing if you want. The bottom line is that under no circumstance will you lose any of your existing Quicken desktop software data when you sync.

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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.