Firstly, you need to ensure that your financial institution supports Direct Connect and Bill Pay with Quicken. Financial institutions may support only for certain account types.
Check whether your accounts are connected for download via Direct Connect
- Go to the checking account you’d like to pay bills from and click the Settings icon in the register toolbar.
- In the Download Settings section, check that the connection method is set to Direct Connect.
- If yes, go to activating bill pay.
- If the connection method is Quicken Connect, contact your financial institution and check whether Direct Connect Bill Pay is supported. If yes, click Change Connection Type and change the connection to Direct Connect.
- If your financial institution does not support Direct Connect Bill Pay, you cannot use the service.
Activate Bill Pay
Go to the checking account you’d like to pay bills from and click the Settings icon in the register toolbar. Ensure that the connection method is set to Direct Connect. You can also see the Bill Pay indicator.
- If the Bill Pay status icon is green and the status is On – Bill Pay is enabled and your account is ready to pay bills online!
- If he Bill Pay status icon is red and the status is Off – Bill Pay is not enabled. In this case:
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- Click the Check for Bill Pay button. If the status remains Off, it means that Bill Pay is supported for this account; but is not yet been enabled by the financial institution. Contact your financial institution and request to enable Direct Connect Bill Pay for Quicken.
- Once you've confirmed that your bank has enabled Direct Connect Bill Pay for your account, click the Check for Bill Pay button again and the indicator should change to On. You're now set up to use Bill Pay.
- If the Bill Pay status icon is red and the status is Not Available – Bill Pay is not supported by your financial institution or may not be supported for the selected account type.
- IF your financial institution is listed as a supported and/or if other accounts from the same financial institution are enabled, contact your financial institution and check whether Direct Connect Bill Pay is available for this account.
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Article ID: HOW25517