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Quicken Classic for Windows
Paying Bills, Online Billers & Reminders (Windows)
Help setting up direct connect bill pay
System
This discussion was created from comments split from:
Online Center and duplication of bills being uploaded
.
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LBN
I did not know that we can access our bank's bill-pay service through Quicken. I have been trying to use Quicken's new "Online Bills" service, and i find it can link to only a few of my my utility, credit card, and insurance bills. I have therefore been migrating to use the TD Bank website, which can easily link to all of my utility, credit card, and insurance bills. However, if I could give instructions to TD Bank's bill-pay service through the Quicken software, I would prefer to do that. How can I set up to use the Quicken desktop software to pay bills through the TD Bank bill-pay service?
Thanks.
Sherlock
The name of the financial institution you need to use for online bill pay is:
TD Bank Online Banking - New
To coerce Quicken into setting the
Direct Connect
connection method, I suggest you select
Advanced Options
on the
Add Account
window before you authenticate and choose
Direct Connect
.
After the account is appropriately bound, open the register, press
Ctrl + Shift + E
, select the
Online Services
tab and
Check for Bank Bill Pay
.
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