Bill pay copy function doesn't appear
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According to Quicken, there is a way to transfer bills set up under the old system to the new one described at https://www.quicken.com/support/using-copy-bill-pay-option . However, the "Pay" function does not appear under the "Bills & Income" tab on my version of Quicken Premier.
I used Quicken Bill Pay up until the middle of December, 2019 when I stopped paying the annual fee. I started paying it a couple of days later, but discovered Quicken Bill Pay no longer worked because my checking account supposedly wasn't enabled for bill pay (after using it for years!). I tried setting it up again several times, and called Quicken several times, but the microdeposits never appeared, despite Quicken saying that it would accept Quicken Bill Pay applications up until March 7.
Does this mean I have to enter the details for all my bills again? Why can't I copy them over?
I used Quicken Bill Pay up until the middle of December, 2019 when I stopped paying the annual fee. I started paying it a couple of days later, but discovered Quicken Bill Pay no longer worked because my checking account supposedly wasn't enabled for bill pay (after using it for years!). I tried setting it up again several times, and called Quicken several times, but the microdeposits never appeared, despite Quicken saying that it would accept Quicken Bill Pay applications up until March 7.
Does this mean I have to enter the details for all my bills again? Why can't I copy them over?
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Best Answer
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Hello @johnjay
Thank you for taking the time to share your questions with the community, although I apologize that you have not yet received a response.
If I am understanding the situation correctly, you have upgraded from Quicken 2017 to the Quicken subscription (2020) version, is that correct?
If so, I'm also making an assumption that you have attempted to activate a new Quicken Bill Pay account, as advised in the information available here, is that also correct?
If so and you were unable to complete the setup for the new Quicken Bill Pay account, unfortunately none of the Online Payees would be considered "active payees" in the subscription version and are unable to be copied from Quicken Bill Pay to the new Quicken Bill Manager, using the steps provided at https://www.quicken.com/support/using-copy-bill-pay-option, I apologize.
I would recommend manually re-entering the payee information.
I'm sorry for not having better news but hope this information helps to explain what happened and the next steps.
If I have misunderstood the matter in anyway, please reply here to let me know and provide a little more information on the situation and what actions/steps you have already taken.
Thank you again,
Sarah5
Answers
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Hello @johnjay
Thank you for taking the time to share your questions with the community, although I apologize that you have not yet received a response.
If I am understanding the situation correctly, you have upgraded from Quicken 2017 to the Quicken subscription (2020) version, is that correct?
If so, I'm also making an assumption that you have attempted to activate a new Quicken Bill Pay account, as advised in the information available here, is that also correct?
If so and you were unable to complete the setup for the new Quicken Bill Pay account, unfortunately none of the Online Payees would be considered "active payees" in the subscription version and are unable to be copied from Quicken Bill Pay to the new Quicken Bill Manager, using the steps provided at https://www.quicken.com/support/using-copy-bill-pay-option, I apologize.
I would recommend manually re-entering the payee information.
I'm sorry for not having better news but hope this information helps to explain what happened and the next steps.
If I have misunderstood the matter in anyway, please reply here to let me know and provide a little more information on the situation and what actions/steps you have already taken.
Thank you again,
Sarah5
This discussion has been closed.