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Start your desktop application with the data file (dataset) you want to use.
Verify which data file (dataset) you are using. It should be the data file (dataset) you expect to see on the Quicken Mobile App.
Windows: Edit > Preferences > Quicken ID & Cloud Accounts > Dataset Name.
Mac: Quicken > Preferences > Connected Services > Cloud Account.
Ensure that Sync is set to On
:Windows: Edit > Preferences > Mobile & Web.
Mac: Quicken > Preferences > Mobile, Web & Alerts.
Update your transactions from your desktop program
.Log in to the Quicken Mobile App.
Verify that the data file now appears.
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