In the new Bill Pay Manager what does "convert to payee" do?

PatBarr
PatBarr Quicken Windows Subscription Member ✭✭
On a check pay payee what does the drop-down "convert to payee" mean and what does it do?

Best Answer

  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓

    Hello @PatBarr

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I believe the convert to payee option converts the check pay payee into a normal payee so it will not have the option to use check pay on it anymore. This would be used primarily if you switched payment methods or do not pay the payee anymore. Let me know if this clears it up!

    Thanks,

    Quicken Francisco


Answers

  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    Answer ✓

    Hello @PatBarr

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I believe the convert to payee option converts the check pay payee into a normal payee so it will not have the option to use check pay on it anymore. This would be used primarily if you switched payment methods or do not pay the payee anymore. Let me know if this clears it up!

    Thanks,

    Quicken Francisco


  • PatBarr
    PatBarr Quicken Windows Subscription Member ✭✭
    That makes since. I tried it on a test payee and it worked. Thanks.
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