How to move from Quicken Bill Pay to Quicken Bill Manager

Product Version
Bill Manager for Mac
Bill Manager for Windows

UPDATE: In response to the increasing impact from COVID-19, we've collaborated with the Quicken Bill Pay service providers to extend the deadline for the discontinuation of the Quicken Bill Pay service by 90 days, in hopes of relieving some of the stress during this very challenging time.

As of 3/20/2020, the Quicken Bill Pay service will be discontinued on August 31, 2020 instead of the previously announced May 31st.

Overview

Quicken is moving to a new Bill Pay platform to improve your experience. Quicken Bill Manager will be included automatically in the R25.10 patch and offers two ways to easily pay your bills with Quicken:

  • Quick Pay: Send electronic payments to billers (payees) who have online accounts accessible by Quicken. This includes over 11,000 billers. 
  • Check Pay: Send a check to anyone in the United States with an address. The check is sent through a Quicken service. You will no longer need to print or mail checks

If you currently use Quicken Bill Pay, you can follow the steps below to migrate to the new Quicken Bill Manager. To migrate your online payee information, these steps will need to be completed before August 31st, 2020.

If you do not use Quicken Bill Pay, but would like to begin using the new Quicken Bill Manager, click here for the How-to guide for new users. 

If you would like more information about Quicken Bill Manager before starting the setup process, click here

Who is eligible to start using Bill Manager now?

The following users will have access to the new Quicken Bill Manager:

  • U.S. Subscription users on Premier or Home & Business.
  • U.S. Quicken 2017 Bill Pay users on Starter or Deluxe who are upgrading to the Subscription Release of Quicken (via email offer). 

Quicken for Windows

The sets of steps below need to be followed in the order shown. You should also have a list of the current payees you send payments to.

Update to the latest release of Quicken

To download the latest version of Quicken:

  1. Launch the Quicken application.
  2. On the Help menu, select Check for Updates.
  3. If there is a newer version of Quicken available, select Install Update.

Ensure the Bills & Income tab is set to show

You will use the Bills & Income tab to set up and use Quicken Bill Manager. If you do not see the Bills & Income tab, you just need to add it to your tabs to show.

To do this:

  1. Go to View > Tabs to show.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select the Bills & Income tab from the list.

Add an online bill

Note: If you already have online bills set up, you can move on to Enable a payment account for Quick Pay.

  1. Go to the Bills & Income tab, then click Get Started.

How to move from Quicken Bill Pay to Quicken Bill Manager

If you do not see the Get Started button, click the + (plus sign) in the upper-right corner of the Bills & Income screen and select Online Bill

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Search for the name of the biller you wish to add.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Enter the login credentials you use for that biller's website and click Next. Quicken will then authenticate the account and search for bills.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. After the biller is added, a confirmation screen will follow. You can link an existing Reminder or create a new Reminder.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. You can then choose to add another bill or click Done to finish.

Enable a payment account for Quick Pay

  1. In the Bills & Income tab, click the gear icon in the upper right.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Set up Quicken Bill Manager.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Review the following slides and click Next, then click Get Started
  2. After reading the information on the You need to know this screen, click Continue
  3. In the Payment Accounts for Quicken Bill Manager screen, select the account (usually checking) that you want to use to pay bills with and select Enable.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. In the Enable Payment Account screen, click Copy from billpay
  2. Fill out the Date of Birth (account holder) and Address (your mailing address) fields.
  3. Click Save

Once you have entered your payment account information, you’ll see a verification screen letting you know that you can now use the account for Quick Pay payments.

How to move from Quicken Bill Pay to Quicken Bill Manager

If you wish to only use Quick Pay: Click Done, then click Done again in the Payment Accounts for Quicken Bill Manager screen to return to the Bills & Income tab and start paying bills with Quick Pay.

If you also want to use Check Pay: There is a verification process to enable a payment account for Check Pay. This process calls for the recording of two micro-deposits (between $.01 and $.99) that will be made to your account. The payments may take up to three days to appear. Follow the steps below to complete the Check Pay verification.

Set up Check Pay (optional)

  1.  To start the process immediately after you’ve added your Quick Pay account, select Begin Verification.
    • If you’re starting from the Bills & Income tab, click the gear icon and select Payment Accounts. Once you are back in the Payment Accounts for Quicken Bill Manager screen, click the Begin Verification button next to the eligible account you want to enable for Check Pay.
  2. After clicking Begin Verification, follow the on-screen prompts. Then, click Done

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Within the next three days, two micro-deposits will appear in your account. Check your register for the micro-deposits (they will display the payee name, Sp Quicken). When they appear in the register, go to the Bills & Income tab and click the Account needs verification message above the billers list. Please note, these micro-deposits will be withdrawn by Check Pay at a later time. However, the amounts will still be valid for the verification process. 

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Verify.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Enter the deposit amounts and click Verify Account

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Click Done.

How to move from Quicken Bill Pay to Quicken Bill Manager

If your amounts are correct, your account will now be enabled for Check Pay. The Payment Accounts for Quicken Bill Manager screen will also display confirmation that the account is enabled for Check Pay.

How to move from Quicken Bill Pay to Quicken Bill Manager 

Adding a manual bill for Check Pay

If you cannot access your bill online, or would prefer to track your bill manually, you can add a manual bill. For a manual bill, you supply both the billing amount and the billing date/interval. Manual bills can be paid with Check Pay.

  1. Select the Bills & Income tab.
  2. Click + (plus sign).

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Manual Bill

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. In the Add Bill Reminder screen, enter or select the name of the payee in the Pay to field and click Next.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Allow paying with Check Pay.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. In the Edit Payee screen, click Copy info from Billpay
  2. Fill out the remaining fields and click Save.  
  3. Verify the address you have given. Review your address and select Done.
  4. Click Done on the Add Bill Reminder screen.
  5. The new bill will appear on the Biller list with the default action Check Pay.

Once you've completed the steps for all your payees, you're all set!

If you do not wish to use either Quicken Bill Pay or Quicken Bill Manager, you will need to cancel your Quicken Bill Pay service to avoid automatic enrollment into Quicken Bill Manager on August 31st, 2020.

Please note, the cancellation would be effective immediately. If you wish to continue using Quicken Bill Pay until its discontinuation date (August 31st, 2020), we recommend you cancel the Quicken Bill Pay service a few days prior to that date. 

To cancel Quicken Bill Pay

Please contact the Quicken Bill Pay Customer Support department.

(877) 486-8844

 

Quicken for Mac

Update to the latest release of Quicken

To download the latest version of Quicken:

  1. Launch the Quicken application.
  2. On the Quicken menu, select Check for Updates.
  3. If there is a newer version of Quicken available, select Install Update.

Enabling a payment account for Quick Pay

  1. To enable a Quick Pay payment account, select Bill Pay > Quick Pay > Add/Edit Payment Account from the main menu. 

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select the account you would like to enable and click OK.
  2. In the Payment Account screen, you will need to fill out the following information, then select Save
    • Account Number 
    • Routing Number 
    • Name on Account (Account Holder)
    • Address (Your mailing address)
    • Date of Birth (Account Holder)

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Once you have entered your payment account information, you’ll see a verification screen letting you know that you can now use the account for Quick Pay payments. 

Enabling a payment account for Check Pay

If you also want to use Check Pay, you will need to verify the account by recording two micro-payments (payments of between $.01 and $.99) that will be made to your account. The payments may take up to three days to appear.

  1. To start the process, select Bill Pay > Check Pay > Add/Edit Payment Account.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select an account.
  2. Within the next three days, two micro-deposits will appear in your account. Check your register for the micro-deposits. Please note, these micro-deposits will be withdrawn by Check Pay at a later time. However, the amounts will still be valid for the verification process.
  3. To enter the verification amounts, select Bill Pay > Check Pay > [Account Name] from the main menu.
  4. Enter the deposit amounts and select Submit. 

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. If the amounts are correct, your account will be enabled for Check Pay.

Once your payment accounts are set up, you can begin adding bills.

Adding an online bill

There are two types of bills you can add, an eBill or a manual bill. An eBill accesses a web-based user account to download your bill amount and due date, which it can then use to remind you to pay the bill. These online bills can be paid with Quick Pay. 

Note: In Quicken for Mac, payee information from Quicken Bill Pay automatically populates during this process. 

To add an online bill:

  1. Select the Bills & Income tab.
  2. Under Bills, select + New Bill.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Track.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Select Next under eBill.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Search for and select the name of your eBiller. 
  2. Link your bill by entering your login information. It may take some time to process the login and sync the account. If an error occurs, check your login info and try again.
  3. Click Done when complete. The linked bill will appear on your Bills & Income page. The new bill will appear on the Biller list with the default action Quick Pay
  4. You can continue to add more bills using the above method until all of your online bills are set up.

Adding a manual bill

If you cannot access your bill online, or would prefer to track your bill manually, you can add a manual bill. For a manual bill, you supply both the billing amount and the billing date/interval. You also have the option of paying the bill with Check Pay.

  1. Select the Bills & Income tab.
  2. Click + New Bill
  3. Select Track.
  4. Select Next under Other Bill or Income

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. In the Transaction Details screen, enter or select the name of the payee in the Payee field. Enter any other relevant information and click Next.

How to move from Quicken Bill Pay to Quicken Bill Manager

  1. Set up the schedule and click Next.
  2. In the Success screen, click Done

Once you've completed the steps for all your payees, you're all set!

If you do not wish to use either Quicken Bill Pay or Quicken Bill Manager, you will need to cancel your Quicken Bill Pay service to avoid automatic enrollment into Quicken Bill Manager on August 31st, 2020.

Please note, the cancellation would be effective immediately. If you wish to continue using Quicken Bill Pay until its discontinuation date (August 31st, 2020), we recommend you cancel the Quicken Bill Pay service a few days prior to that date.

To cancel Quicken Bill Pay

Please contact the Quicken Bill Pay Customer Support department.

(877) 486-8844

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