How to add Quicken Bill Pay to the Subscription Release of Quicken

Product Version
Bill Manager
Windows
Mac
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Important: This FAQ refers to Quicken Bill Pay, a service that will be discontinued on August 31st, 2020. Our new service, Quicken Bill Manager, is now available for paying your bills directly from Quicken. For more information about switching to Quicken Bill Manager, click here.

If you're coming from Quicken 2017 or earlier, or Quicken for Mac 2007:

If you have an existing Quicken Bill Pay account with Quicken 2017 or earlier, you can continue to use that same account when you upgrade to the Subscription Release.

  • If you use Quicken Premier or Home & Business, your account will be automatically switched to the Subscription plan and you will no longer be charged a monthly fee for using Quicken Bill Pay.
  • If you use Starter or Deluxe, your existing Quicken Bill Pay account will still work as usual and you will still be charged a monthly fee.

To add your Quicken Bill Pay account to Quicken:

Quicken for Windows

  1. From the main menu select Tools > Quicken Bill Pay > Setup Quicken Bill Pay Account.

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Sign in with the new Quicken Bill Pay User ID and password you created at QuickenBillPay.com
  2. Click the dropdown menu on the screen and select Link to existing Quicken Account and choose the account in Quicken that matches the funding account you set up on Quicken Bill Pay. If you set up multiple funding accounts, you can link all of them now:

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Click Next to finish setup. 

You can now use Quicken Bill Pay to pay bills from Quicken.  You can use this same bill pay account if you switch to Quicken for Mac. 

Quicken for Mac

  1. From the main menu go to Bill Pay > Quicken Bill Pay > Step 3: Set up Quicken Bill Pay
  2. Enter the new Quicken Bill Pay User ID you created at QuickenBillPay.com and click OK.

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Enter you Quicken Bill Pay Password and click OK.
  2. Quicken will connect to the Quicken Bill Pay service and get a list of all funding accounts you set up on QuickenBillPay.com
  3. Check the funding account you'd like to add and then choose the account in Quicken that matches the funding account you set up on QuickenBillPay.com in the "Links to" dropdown. If you set up multiple funding accounts, you can link all of them now:

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Click Continue to finish setup. 

You can now use Quicken Bill Pay to pay bills from within Quicken. You can use this same account if you switch to Quicken for Windows. 

 

If you're new to Quicken Bill Pay

Before you begin

  • There is a verification process when enrolling in Quicken Bill Pay. A credit check is completed to avoid fraudulent account setup.
  • You may be asked to provide information and documentation to verify your identity. This typically occurs if a lock or freeze has been placed on a credit profile. 
  • This verification process is required even if you already had a Quicken Bill Pay account in the past. Fraud could still be attempted with a new account regardless if an account has been previously created. 

After completing this setup, members will then need to add Bill Pay to Quicken desktop.  You can use the same Quicken Bill Pay account with both Windows and Mac products.

First, create a new Quicken Bill Pay account

  1. Go to QuickenBillPay.com.
  2. Click the Getting Started link and follow the instructions on the website

Note: do not use an existing bookmark for this step. Follow the links on QuickenBillPay.com to ensure you're set up properly.

Then, add the new bill pay account to Quicken:

Quicken for Windows

  1. From the main menu select Tools > Quicken Bill Pay > Setup Quicken Bill Pay Account.

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Sign in with the new Quicken Bill Pay User ID and password you created at QuickenBillPay.com
  2. Click the dropdown menu on the screen and select Link to existing Quicken Account and choose the account in Quicken that matches the funding account you set up on Quicken Bill Pay. If you set up multiple funding accounts, you can link all of them now:

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Click Next to finish setup. 

You can now use Quicken Bill Pay to pay bills from Quicken.  You can use this same bill pay account if you switch to Quicken for Mac. 

Quicken for Mac

  1. From the main menu go to Bill Pay > Quicken Bill Pay > Step 3: Set up Quicken Bill Pay
  2. Enter the new Quicken Bill Pay User ID you created at QuickenBillPay.com and click OK.

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Enter you Quicken Bill Pay Password and click OK.
  2. Quicken will connect to the Quicken Bill Pay service and get a list of all funding accounts you set up on QuickenBillPay.com
  3. Check the funding account you'd like to add and then choose the account in Quicken that matches the funding account you set up on QuickenBillPay.com in the "Links to" dropdown. If you set up multiple funding accounts, you can link all of them now:

How to add Quicken Bill Pay to the Subscription Release of Quicken

  1. Click Continue to finish setup. 

You can now use Quicken Bill Pay to pay bills from within Quicken. You can use this same account if you switch to Quicken for Windows. 

 

Things to know:

  • Quicken will automatically recognize if you're eligible for free bill pay after you add your Quicken Bill Pay credentials to Quicken. 
  • If you switch to Deluxe or Starter, bill pay is no longer free; after 30 days, you will be automatically charged $9.95 per month for bill pay, unless you cancel your bill pay account.
  • If you upgrade from a Starter or Deluxe membership to Premier or Home & Business, your bill pay will be automatically upgraded to a free account. 
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