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DL and install new bill pay files without clearing 'Downloaded Transactions'

Peggy103
Member ✭✭
I need to update my Quicken and install the new files/procedures/routines to be used for bill payment activities.
I was ill this summer and fell behind on Downloading Transactions and processing Bill and Income Reminders. I have several hundred transactions and reminders which I've not processed.
Do I need to do bring this up to date before doing the switch to the new procedures, or should I move to the new bill management files and then work through the reminders?
I'm just not sure which to do first.
Thank you,
Peggy
I'm running Microsoft 365.
I was ill this summer and fell behind on Downloading Transactions and processing Bill and Income Reminders. I have several hundred transactions and reminders which I've not processed.
Do I need to do bring this up to date before doing the switch to the new procedures, or should I move to the new bill management files and then work through the reminders?
I'm just not sure which to do first.
Thank you,
Peggy
I'm running Microsoft 365.
0
Best Answer
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Hi @Peggy103,
Thanks for taking the time to post to our Community.
Glad you're doing better.
I would like to gather some more information to better assist you:
What version of Quicken are you using? (You can find that out by going to Help > About Quicken.)
When was the last successful transaction update/download you performed prior to becoming ill? To be a little more precise, what was the date?
What method did you use to pay your bills in Quicken before? (Quicken Bill Pay, your bank's Bill Pay service, etc.)
Responding with this additional information will give us better insight and the next steps to take. Ultimately, I would suggest going through and bringing your Bill & Income Reminders up to date then setting up an account for Bill Manager. But we want to make sure you're able to close the transaction gap from Summer to now.
If you're able to bring everything up to date, you can visit the links below to set up Bill Manager in your Quicken.
How To Set Up Quick Pay and Check Pay
How To Make Payments
Scheduling Future-Dated PaymentsBest,
JV5
Answers
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Hi @Peggy103,
Thanks for taking the time to post to our Community.
Glad you're doing better.
I would like to gather some more information to better assist you:
What version of Quicken are you using? (You can find that out by going to Help > About Quicken.)
When was the last successful transaction update/download you performed prior to becoming ill? To be a little more precise, what was the date?
What method did you use to pay your bills in Quicken before? (Quicken Bill Pay, your bank's Bill Pay service, etc.)
Responding with this additional information will give us better insight and the next steps to take. Ultimately, I would suggest going through and bringing your Bill & Income Reminders up to date then setting up an account for Bill Manager. But we want to make sure you're able to close the transaction gap from Summer to now.
If you're able to bring everything up to date, you can visit the links below to set up Bill Manager in your Quicken.
How To Set Up Quick Pay and Check Pay
How To Make Payments
Scheduling Future-Dated PaymentsBest,
JV5 -
Hi Julio, thanks for taking the time to help me with my problem.
Unfortunately, my paperwork has also been neglected. I paid my bills using Q for reference, going online to see my latest statements and then paying online. So my paper records are basically unopened bills. I was hoping you'd say setting up Bill Manager
Although I guess I have been regularly downloading and installing any updates without giving it much thought. It's just when I came upon this major change that I had second thoughts.
And I did have a loss of data recently which I was lucky enough to be able to fix by running a recent backup. Obviously I had all those unapplied entries then. Perhaps that was caused by running a one-step backup. duh
It will take me a week probably to get my paperwork caught up and make sure I'm not missing or duplicating anything and making it worse.
But I want to do it the best way.
I'll wait to hear from you, and meanwhile start working on my paperwork.
Thank you for answering,
Peggy
running Quicken R27.1.29.120