How do I create an online payment?



  • Create a one-time payment
    Use Quicken to create payment instructions for one or more future payments (for example, your telephone and car insurance), and then send all your instructions to your financial institution in one session. This is different from a repeating online payment.


    If you use an online bill payment service provided by your brokerage, and you want to create a bill reminder or a repeating online payment for any of your regular cash transactions, you must add a linked checking account to your brokerage account. Alternatively, you can use the Quicken Bill Pay website for these transactions and keep your cash transactions in the investment transaction list.


    1. Open the account from which you want to make the payment.

    2. In the Num field, select Send Online Payment.

    3. Enter either a processing date or a delivery date.
    • Which date should I enter?
      Depending on your payment processor, Quicken requests either a processing date or a delivery date. Also depending on your payment processor, you may be able to skip this field and let Quicken calculate the earliest date for you.

    4. Enter the online payee name.

    5. Enter the amount of the payment.

    6. Enter a category. (Optional)

    7. Enter a memo. (Optional)

    • Who sees the memo?
      The contents of the Memo field may not be included on any physical check printed. Depending on the payment processor used by your financial institution, the memo may or may not be sent to your financial institution and/or to the payee. Contact your financial institution to see how memos are handled.

    8. Click Save.

    9. Update your account.

 

  • Create a repeating online payment series
    A repeating online payment creates a series of payments on a schedule you determine. This is different from a one-time payment.

    If you use an online bill payment service provided by your brokerage, and you want to create a bill reminder or a recurring online payment for any of your regular cash transactions, you must add a linked checking account to your brokerage account. Alternatively, you can use the Quicken Bill Pay website for these transactions and keep your cash transactions in the investment transaction list.


    1. Add a bill reminder as you normally do, making sure that you select the options described below.

    2. In the From Account field, select an account that is activated for online bill pay.

    3. To the right of the From Account field, select Use Online Bill Pay.

    4. In the Optional Settings area, select Make this a repeating online payment.

    5. Click Done

    • What happens when I click Done?
      The payment instruction is listed in the Bill & Income Reminders List (Repeating Online tab) and in the One Step Update window. It is not listed on the Online Center Payments tab.

    6. Update your account.

Note

  • Repeating online payments won't appear in a Quicken register or transaction list when you set up the payment series. The individual payments in the series will be downloaded and entered in Quicken as they are processed.

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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.