Getting Started with Quicken Bill Pay

Quicken Bill Pay
Quicken Bill Pay for Windows
Quicken for Mac 2007
Quicken for Mac 2017
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

Quicken Bill Pay is a paid service that allows you to organize and pay all of your bills from within Quicken for Windows or Mac 2017 or from the quickenbillpay.com website.

IMPORTANT: BEFORE YOU BEGIN...

Existing Quicken Bill Pay users:

If you’ve been using Quicken for Windows or Quicken for Mac 2007 and Quicken Bill Pay, you will need to create a new Quicken Bill Pay account for Quicken for Mac 2017. Quicken for Mac 2017 uses a different system and website for bill pay.

Create a new Quicken Bill Pay account:

  1. Go to www.quickenbillpay.com
  2. Click Enroll Now or Sign In
  3. Select Quicken for Mac 2017
  4. Create your new account, with a different username and password.

Cancel your old Quicken Bill Pay account:

  1. Return to www.quickenbillpay.com
  2. Click Sign In
  3. Select your old Quicken version (either Quicken for Windows or Quicken for Mac 2007)
  4. Cancel your account

NOTE: If you set up a new Quicken Bill Pay account, remember to cancel your old service or you will continue to be billed from the old account.

 

Signing up for Quicken Bill Pay is an easy 3-step process:

Step 1: Enroll in Bill Pay
Step 2: Confirm your funding account
Step 3: Set Up Bill Pay in Quicken

Step 1: Enroll in Bill Pay

  1. Go to www.quickenbillpay.com.
  2. Click on the Enroll Now button.
  3. Select the version of Quicken that you’re using:
    • Quicken for Mac 2017
    • Quicken for Windows
    • Quicken for Mac 2007 (Note: This is for the 2007 version of Quicken for Mac and not 2017.)
  4. Complete the enrollment process. This process will take a few days to complete and will include:
  • Setting up a payment account.
  • Receiving two deposits under $1 from the Quicken Bill Pay/Metavante service.
  • Activating the payment account on the www.quickenbillpay.com website by entering the amount of the two deposits.
  • Once the account is activated, now you’ll be able to start paying bills.

Step 2: Confirm your funding account

  1. Once the two small deposits from Quicken Bill Pay have credited to your funding account, you can complete confirmation process.
  2. Go to www.quickenbillpay.com and log in using the username and password you created when you enrolled.
  3. Under Payment Accounts, click Confirm.
  4. Enter the deposit amounts (in the order received) and click Confirm.
  5. The confirmation process is now complete. You can verify this by viewing the status of your funding account under Payment Accounts. You should see a green dot indicating that the account is confirmed and approved.

Step 3: Set Up Bill Pay in Quicken

Once you have a Quicken Bill Pay account, set it up within Quicken.

  1. In Quicken for Windows, select Tools > Quicken Bill Pay, and then select Set up Quicken Bill Pay Account… 
  2. In Quicken for Mac, select  Bill Pay > Quicken Bill Pay > Set Up Quicken Bill Pay.
  3. When prompted, enter your Quicken Bill Pay Customer ID and the Quicken Bill Pay Password you created during enrollment.
  4. Connect your Quicken Bill Pay account with a bank account in Quicken. Typically, this will be the billing account you set up during enrollment but it can also be a manual account.

Paying Bills using Quicken 2017

  1. In Quicken for Windows, select Tools > Online Center.
  2. In Quicken for Mac, go to the register of your payment account and enter a new transaction, click Edit Details > Online Payment.
  3. SHORTCUT: In both Quicken for Windows and Mac you can type the word Send in the Check# field of the register which tells Quicken that this is a Bill Pay transaction.
  4. Choose the person or company you want to pay. If this is a new online payee, you may need to add additional information like the address and account number. Click Enter.
  5. Enter the date you want the bill to be paid and the amount you're paying.
  6. In Quicken for Windows, click Update/Send.
  7. In Quicken for Mac, click Pay Now.
  8. That's it! Quicken Bill Pay sends your payment for you.

Paying bills using the QuickenBillPay.com website

How to view your bills?

  1. Go to www.quickenbillpay.com.
  2. Click Sign In.
  3. Select the version of Quicken that you’re using:
    • Quicken for Mac 2017
    • Quicken for Windows
    • Quicken for Mac 2007 (Note: This says 2007 which is the 10-year-old version of Quicken for Mac.)
  4. Enter your Quicken Bill Pay Customer ID and the Quicken Bill Pay Password.
  5. Select Bills & Payments.
  6. Click My Bills and then click the bill you want to view.

How to pay your bills?

  1. Go to www.quickenbillpay.com.
  2. Click Sign In.
  3. Select the version of Quicken that you’re using:
    • Quicken for Mac 2017
    • Quicken for Windows
    • Quicken for Mac 2007 (Note: This says 2007 which is the 10-year-old version of Quicken for Mac.)
  4. Enter your Quicken Bill Pay Customer ID and the Quicken Bill Pay Password.
  5. Select Bills & Payments.
  6. Click Make a Payment to any Payee, then choose the person or company you want to pay.
  7. Enter the date you want the bill to be paid and the amount you're paying.
  8. Click Make Payments.
  9. That's it! Quicken Bill Pay sends your payment for you.

 

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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.