How do I set up an online payee?


To send an online payment, you need to first provide information to Quicken about the company or individual to whom the payment is being sent. Quicken then stores this information in the Online Payee List for future use. You can set up all your online payees in advance, or add them on an as-needed basis.

From time to time, compare your payee information with a recent statement from your payee to make sure that you still have the correct address and account number.

1.Choose Tools menu > Online Payee List.

2.At the bottom of the window, click New.

3.Enter the name for the payee.

                  •For each payee, the combination of name and description, as well as the name and account number, must be unique.

                  •The total number of characters in the Name field cannot exceed 32 characters.

                  •The total number of characters in the Description field cannot exceed 10 characters.

                 Once you've gone online and sent this information, you can't change it (if you need to update the name or account number later on, create a new payee). You can, however, change the contents of the Description field.

For example, you may have two accounts with your telephone company, one for your home telephone and another for your cellular phone. You could create two payees, one for each account, with descriptions such as home and cell.

4.Enter the address for the payee.

5.Enter the account number for the payee.

                •Enter the number that the payee uses to identify you. This could be an account number, a loan number, or an insurance policy number. If you don't know the number to use, enter your last name. The online payee uses the number (or your name) to credit your account with the payments received, so make sure you enter this information accurately.

               •Once you've gone online and sent this information, you can't change it (if you need to update the name or account number later on, create a new payee).

6.Enter a phone number for the payee.

               •The processor may need the phone number to contact the online payee on your behalf if there are any problems, so enter the phone number you usually call if you have a billing question. Be sure to include the area code.

7.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.