How to enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

Product Version
Bill Pay
Windows
Mac
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Important: You'll be asked verification questions during this process; be sure to answer the questions carefully.  Incorrect answers will delay your enrollment in Quicken Bill Pay and will require you to submit additional supporting documents via secure fax to complete enrollment.  Consult your credit report or other documents if you're unsure of the correct answer. If you aren't immediately approved, it may take up to 15 business days to complete your enrollment.

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

If you have an existing Quicken Bill Pay account with Quicken for Windows 2017 or earlier, when you upgrade to the 2018 release you'll need to cancel your existing bill pay account and open a new bill pay account in order to continue using bill pay with Quicken.

Before you begin

  • If you have upgraded to the 2018/2019 Release of Quicken and you have an existing Quicken Bill Pay account with Quicken for Windows (2017 or older) or Quicken for Mac 2007, you will need to cancel that old account and create a new one on the new Quicken Bill Pay website; instructions for canceling are here.
  • Members should create and activate their Quicken Bill Pay accounts on the Quicken Bill Pay website
  • 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, call Quicken Bill Pay support to cancel the Quicken Bill Pay account you used with Quicken for Windows 2017 or Quicken for Mac 2007.

Contact Quicken Bill Pay at (877) 486-8844

If you do NOT cancel the Quicken Bill Pay account you used with Quicken Windows 2017 or earlier you will continue to be charged a monthly fee.

Then, 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.  

After you've set up your new Quicken Bill Pay account, follow the instructions here to add your account to Quicken (2018 or later).

Lastly, 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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 coming from Quicken for Mac 2017

Click here

If you have an existing Quicken Bill Pay account with Quicken for Mac 2017, you're all set. No additional action is required.

  • If you use Quicken Premier for Mac, 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 for Mac, your existing Quicken Bill Pay account will still work as usual and you will still be charged a monthly fee.

After you've set up your new Quicken Bill Pay account, follow the instructions here to add your account to Quicken (2018 or later).

If you're new to Quicken Bill Pay

Before you begin

  • If you have upgraded to the 2018/2019 Release of Quicken and you have an existing Quicken Bill Pay account with Quicken for Windows (2017 or older) or Quicken for Mac 2007, you will need to cancel that old account and create a new one on the new Quicken Bill Pay website; instructions for canceling are here.
  • Members should create and activate their Quicken Bill Pay accounts on the Quicken Bill Pay website
  • 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.  

After you've set up your new Quicken Bill Pay account, follow the instructions here to add your account to Quicken (2018 or later).

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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 enroll in Quicken Bill Pay with Quicken Membership (2018 release or later)

  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 & Rental Property, your bill pay will be automatically upgraded to a free account. 
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