Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

Product Version
Bill Manager
Bill Manager Check Pay
Bill Manager Quick Pay

Overview

Quicken is moving to a new Bill Pay platform to improve your experience. Quicken Bill Manager 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.

Quicken for Windows

The sets of steps below need to be followed in the order shown.

First, you will need to 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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

Second, enable a payment account for Quick Pay

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Set up Quicken Bill Manager.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. In the Enable Payment Account screen, fill out the following information: 
  • Routing number 
  • Account number 
  • Name on Account (Account Holder)
  • Date of Birth (Account Holder)
  • Address (Your mailing address)
  1. 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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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.

Third, 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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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. 

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Verify.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Enter the deposit amounts and click Verify Account

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Click Done.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay 

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).

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Manual Bill

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Allow paying with Check Pay.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Provide the following information in the Edit Payee screen:
    • Payee: The name of the person or biller receiving the payment. This should already be filled in.
    • Account Number: This is the account number of your payee. This field is optional but is helpful when making payments to an account.
    • Address: The address where the check will be delivered to the payee. 
    • City, State and Zip: These fields need to be entered correctly to deliver the check to the payee. 
  2. Verify the address you have given. Review your address and select Done.
  3. Click Done on the Add Bill Reminder screen.
  4. The new bill will appear on the Biller list with the default action Check Pay.

You can also watch these instructional video guides:

Quicken Bill Manager: Getting Started

How to add an Online Biller in Quicken Bill Manager

How to set up Quick Pay and Check Pay

Quicken for Mac

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. 

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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)

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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. 

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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. To add an online bill:

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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Track.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  1. Select Next under eBill.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

  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.

Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

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

You can also watch these instructional video guides:

Video: How to add an Online Biller in Quicken Bill Manager

Video: How to set up Quick Pay and Check Pay

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