Quicken for Windows:
First, set up Quicken Mobile Sync in Quicken Desktop:
- Open Quicken and go to the Mobile & Alerts tab.
- Click Get Started to select the accounts you want to sync to your mobile device.
To sync your Quicken data to Quicken Mobile:
- Click Sync Now under the Mobile & Alerts tab or
- To sync to your mobile device whenever you perform a One Step Update, just select Sync to Quicken Cloud under your One Step Update settings
Quicken for Mac
First, set up Quicken Mobile Sync in Quicken Desktop:
- Go to Quicken > Preferences > Mobile & Alerts.
- Sign in with your Quicken ID, if prompted.
- Use the toggle switch to turn on Mobile Access.
To sync your Quicken data to Quicken Mobile:
- Go to Accounts > Sync to Mobile or
- Click the circular arrow above your account list to Update Online Accounts.