Change a loan payee

If your loan is transferred to a different service provider, you may need to change the payee name in Quicken. In addition, consider changing the name of the account to match by editing the account name.

1. Open the loan account that you want to change the payee for.

2. If necessary, click the Payment Details button.

3. Click Edit payment details.

4. In the Pay to field, enter the name of the new payee.

5. Click OK.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.