I can't get my "Online Payee List" to activate?!

bella

Remains grayed out in the tools menu list

Frankx

Hi @bella,

No need to apologize; many users just getting started with these features of Quicken often have issues.  So, the reason your online payee list is grayed out is because you have not yet set up your Quicken file for bill payment.  Since we've now identified where the problem lies, let me give you some more detailed information on how to move forward.

There are two ways to pay bills and make other payments with Quicken.

The first is to use the "bill payment" feature of Quicken, which allows you to make electronic payments (or paper check payments in some cases) directly from your bank account(s).  However, in order to use this approach to bill payment, you need to first "sign up" with your bank.  Also, be advised that not all banks offer this service to their customers, so you'll need to find out if your bank offers this feature. Most large banks (such as Chase, PNC and BOA) offer this service, oftentimes for free.  For many banks you can go to their website to sign up, for others you may need to contact your bank to establish this service.  Once you are signed up, typically there is no limit to the number of payments you can make.

The other way to pay bills in Quicken is to use the "Quicken Bill Manager" feature.  This is a relationship that Quicken has established with a third-party provider. Basically, this provider will pay your bills directly and then charge your bank account for the payments it makes.  You can also use this service provider to send paper checks (called "Check Pay") for payments you make to individuals or companies not accepting electronic payments. There is a monthly fee for this service.  Here's a LINK to information about Quicken Bill Manager.

Once you get set up (per the above) you then can use Quicken to establish your payees, schedule future payments, and start paying your bills online.

I hope this helps.  Get back to me if you have any followup questions and Good Luck!

Frankx

Frankx

Hi @bella,

Have you activated the bill payment function with your bank, or have you signed-up for Quicken's bill payment feature?  If not, you need to do that first before setting up payees.

Let me know if you have any followup questions.

Frankx

bella

Thank you Frankx...I apologize that I am a novice ahead of time...I changed my plan from Deluxe to Premier hoping that it would "automatically" turn on my bill pay but my online payee list is still grayed out in the Premier version. I have my bank set up and approved (small deposits were verified). Is there another way to "sign up for Quicken's bill payment feature" as you put it that I totally missed?

Frankx

Hi @bella,

No need to apologize; many users just getting started with these features of Quicken often have issues.  So, the reason your online payee list is grayed out is because you have not yet set up your Quicken file for bill payment.  Since we've now identified where the problem lies, let me give you some more detailed information on how to move forward.

There are two ways to pay bills and make other payments with Quicken.

The first is to use the "bill payment" feature of Quicken, which allows you to make electronic payments (or paper check payments in some cases) directly from your bank account(s).  However, in order to use this approach to bill payment, you need to first "sign up" with your bank.  Also, be advised that not all banks offer this service to their customers, so you'll need to find out if your bank offers this feature. Most large banks (such as Chase, PNC and BOA) offer this service, oftentimes for free.  For many banks you can go to their website to sign up, for others you may need to contact your bank to establish this service.  Once you are signed up, typically there is no limit to the number of payments you can make.

The other way to pay bills in Quicken is to use the "Quicken Bill Manager" feature.  This is a relationship that Quicken has established with a third-party provider. Basically, this provider will pay your bills directly and then charge your bank account for the payments it makes.  You can also use this service provider to send paper checks (called "Check Pay") for payments you make to individuals or companies not accepting electronic payments. There is a monthly fee for this service.  Here's a LINK to information about Quicken Bill Manager.

Once you get set up (per the above) you then can use Quicken to establish your payees, schedule future payments, and start paying your bills online.

I hope this helps.  Get back to me if you have any followup questions and Good Luck!

Frankx