Setting up Quicken Bill Manager with Quick Pay and Check Pay
Check Pay makes mailing a check to anyone nationwide fast and easy. Once you have set up Check Pay, you will just enter the payee's name, address, and amount into Quicken. We’ll automate printing, stuffing, and mailing a check drawn off of your own checking account.
It is most common to set up Check Pay during the setup for Quick Pay.
Note: Bill Pay requires the use of a checking account. You will need to set up your checking account in Quicken before you set up Bill Pay features.
Quick Pay is not available in Canada.
Adding an online bill
To set up Quick Pay and Check Pay, you will first need to add a bill. If you have already added a bill, you can go directly to Setting up Quick Pay and Check Pay.
Select the Bills & Income tab.
Select +.
Select Online Bill.
Enter or select the name of your online biller.
Link your bill by entering your account information. The information needed will vary by biller but often includes some or all of the following:
Account Number
Name
Address
Phone number
Email
Date of Birth
Note: It may take some time to process the login and sync the account. If you run into an error, check your login info and try again.
Click Done when complete. Your bill is now linked, which means you can pay it through Quicken. The linked bill will appear on your Bills & Income page. You can continue to add bills using the same method.
Setting up Quick Pay and Check Pay
Once you have added a bill, you can begin the process of setting up Bill Pay.
Select the Bills & Income tab.
Select the gear icon.
Select Set up with Quick Pay Bill Pay.
Review or enter your mobile phone number. This will be used for verification.
Select Send Text.
Select the verification link on your phone.
Verify your identity. You will need to enter/review the following:
Legal Name
Home Address
City, State, Zip
Date of Birth
Last 4 digits of your social security number
Select I agree with the Bill Manager Terms of Use…
Choose a checking account and select Enable.
Select Continue.
Select Enable Accounts.
Read and Continue through any information screens.
Enter the following information about your payment account. You may need to consult your bank to get the appropriate information.
Ownership (Personal, Joint, Business)
Routing number
Account Number
Name on Account
Address (The address you have listed with your bank)f
City, State, Zip
Date of Birth
Select I authorize Quicken’s payment providers…
Select Enable Account.
The Account Status screen will let you know that the setup is in progress. You will find two small deposits in your account in the next two to three days.
When the deposits appear, enter the amounts to Verify Deposit. There will be a reminder on your Quicken screen. Click the link to verify.
On the Payment Accounts screen, select Verify Deposit.
Select Verify Account.
Enter the two deposits. The order does not matter.
Note: The verification deposits will be removed after a few days.The Payment Accounts for Bill Manager screen will reappear. There should be a check mark under enabled for Check Pay. Select Done.
You can now use both Quick Pay and Check Pay through Quicken.