Setting up Quicken Bill Manager with Quick Pay and Check Pay
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Quicken Bill Manager is used to display your upcoming bills (bill presentment) so that you can anticipate future payments and better manage your spending. As part of Quicken Bill Manager, you can use Quick Pay and Check Pay to send money to payees (pay your bills).
Quick Pay is a way to pay bills online through the Quicken application. The Quick Pay service sends payments electronically, transferring the money from your financial institution's account to your designated payee. Using Quicken, you can specify which financial institution you will use, designate the payee, track the payment, and confirm that the payment has been made.
Check Pay makes mailing a check to anyone nationwide fast and easy. Once you have set up Check Pay, you can send payments by entering the payee's name, payee's address, and the payment amount into Quicken. Quicken takes care of printing, stuffing, and mailing a check drawn off of your checking account. It is easiest to set up Check Pay during the setup for Quick Pay.
Quicken Bill Manager is designed to use your checking account, although it is also possible to use a savings account. You need to set up your account in Quicken before you can set upQuick Pay and Check Pay.
Adding an online bill
To set upQuick PayandCheck Pay, you will first need to add a bill. It is best to start with an Online Bill. If you have already added a bill, you can go directly toSetting up Quick Pay and Check Pay.
Select theBills & Incometab. Verify that you are in the Bills section under the Bills & Income tab.
In the upper right corner of the Bills section, select +.
SelectOnline Bill.
Type in or select the name of your online biller.
For your online account, enter your login information. It may take some time to process the login and sync the account.
If an error occurs, check your login info and try again. You may want to log in to the payee's web site, just to be sure it accepts your information.
ClickDonewhen complete. Your bill is now linked, which means you can pay it through Quicken. The linked bill will appear on yourBills & Incomepage. Once you have at least one online account, see the next topic, Setting up Quick Pay and Check Pay.
Setting up Quick Pay and Check Pay
Once you have added a bill, you can begin the process of setting up Quick Pay and Check Pay.
Select theBills & Incometab. Verify that you are in the Bills section under the Bills & Income tab.
In the upper right corner of the Bills section, select the gear icon.
Select Set up Quicken Bill Manager.
If you have already set up one or more accounts with Quicken Bill Manager, select PaymentAccounts.
Review any instructions and the Acknowledgment.
Choose an account from the list of Payment Accounts and selectEnable.
Enter the following information about your payment account. You may need to consult your bank to get the appropriate information.
Routing number
Account number
Name
Date of birth
Address(The address you have listed with your bank)
City, State, Zip
Be sure your financial institution has your correct address information. People sometimes forget to update their address when they move.
SelectSave.
The screen to enableCheck Paywill appear. To enableCheck PayselectBegin Verification. If you do not want to enable CheckPay, click Done.
Read through the screens telling you about Check Pay, then click Done.
Two small deposits ( also called micro-deposits) between $0.01–$0.99 will be deposited into your checking account in 1–3 business days from SP -Quicken. In the next step, you’ll need to enter these amounts to verify your account ownership. You can check your online bank account, or wait for the deposits to appear in the register.
On the Quicken Dashboard, you will see a reminder link to verify your account such as Account needs verification for Check Pay.
On thePayment Accounts for Bill Managerscreen, selectVerify.
On the Verification screen, enter the two micro-deposit amounts from your account. It does not matter what order you enter them in.
Select .
ThePayment Accounts for Bill Managerscreen will reappear. You will see a check mark under Enabled forCheck Pay. SelectDone. You can now use bothQuick PayandCheck Paythrough Quicken.