Add or Edit Quick Pay Payment Account

Add or Enable Payment Account

To enable or add a Quick Pay payment account, follow these steps:

• Go to the Bill Pay main menu and select Manage Payment Accounts.
• Select the Quick Pay checkbox for the account you would like to set up. Only checking and savings accounts can be enabled for Quick Pay.
• To enable an account for Quick Pay, you need to provide the following information:
  • Routing number 
  • Account number 
  • Name on Account (Account Holder)
  • Address
  • Date of Birth 
  These details will help us to register your account for Quick Pay.

Edit Payment Account

To Edit a Quick Pay payment account, follow these steps:

• Go to the Bill Pay main menu and select Manage Payment Accounts.
• Pick the account you would like to edit. Picking an account that has not been enabled yet will walk you through the steps to enable the account.
• When editing an account, review the following information and make any necessary changes:
  • Routing number 
  • Account number
  • Name on Account (Account Holder)
  • Date of Birth 
  • Address

Once you have reviewed and edited the information, select Save.

Editing a payment account that has not yet been confirmed

It is possible to edit a payment account's identification numbers during the confirmation process, Quicken does allow you to do so. Click the Edit Routing/Account Numbers button on the Edit Payment Account screen. To change your Account Number, you will need to re-enter the entire account number. Editing this information will restart the verification process.