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Writing online checks does not fill in memorized transaction data.

This question concerns the act of creating an online payment within Quicken.  First I open the Wells Fargo checking account and open the Write Checks window with the Use Online Billpay checked. Then I select a memorized Online Payee for whom I have memorized a transaction in the past.  The payee name comes up but the rest of the details do not: the address, the category, the memo, etc.  I must  manually click on Edit Address, which shows the address, account number and phone.  But it does not show or fill in the category and memo which I have to enter manually.  These manual steps defeats the purpose of memorized transactions.  I have deleted some and reentered them but that does not solve the problem.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    I suggest you enter the online payment directly in the register: enter the Memorized Payee in the register and select Send Online Payment in the Check # field's pull-down menu.

    If the issue persists, I suggest you check the Data entry preferences: select Edit > Preferences...


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