Setting Up a Payee in Quicken Bill Pay

Quicken Bill Pay offers you two different ways to set up a payee.

  • Through the Web:
  1. Click Add new payee, and then follow the onscreen instructions.
  2. Log on to the Quicken Bill Pay Web site, and then click Payee Setup in the top navigation bar.
  • In your Quicken software:
  1. From the Tools or Online menu, choose Online Payee List.
  2. In the Payees Window, click New.
  3. In the Set Up Payee window, enter the payee’s name and address.
  4. Enter the account number that the payee uses to identify you. If you do not have an account number, enter your Policy number or your name.
  5. Review the information you have entered for accuracy, which helps ensure that payments arrive on time.
    • If the information is correct, click Yes.
    • To edit information, click Cancel, make necessary changes, and then click Yes.
  6. To set up additional payees, repeat steps 1 through 5.

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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.