KDWILLIAMS said: One of my vendors changed my account number. I understand that to change a vendor’s account number, you need to set up a whole new vendor. Since I had this vendor in my Quicken Bill Manager under an old name, Quest, [with the old number] it seemed logical to simply set up a new vendor with their correct name, CenturyLink, and the new account number. I used the “Plus Sign" icon in Quicken Bill Manager, selected CenturyLink from the supplied list, entered my username and password. The program seemed to go online and do the verification. But then the routine simply stopped. It did not set up new online vender. I checked under the traditional online vendor list under Tools, but the new CenturyLink was not there either. I checked for updates and updated my Quicken to the latest version. Tried again. Same result. I have two other vendors who are changing account numbers. The list method does not seem to work. In fact, I cannot set up a new vendor in Quicken Bill Manager. What am I doing wrong? Or what is the program doing wrong? Can someone help?
KDWILLIAMS said: Jared, Thank You for your quick response to my post. The step by step procedure you listed helped me set up CenturyLink as a vendor. However, I must have used the wrong terms or wording, or not thorough enough in my explanation. I need to set up CenturyLink, and others, as a biller with a new account number in the Quicken Bill Manager tab “Bills and Income.” This list controls which vendors may be paid electronically or with a generated check. It is here where I have set up Quest with a now obsolete account number. I need to set up CenturyLink as a biller with a new account number so Quicken can access my on-line account, retrieve my bill, and make an electronic payment. The process of setting up a link to a vendor as a biller is what I cannot do. When I use the "Plus Sign" icon, I can select CenturyLink from the provided list and manually enter my username and password. The program will retrieve, from CenturyLink, an associated payment due to the existing biller Quest (see attached). So I know it is accessing the proper online account, but it will not set up a new biller with the new name Century Link and will not allow me to enter a new account number. The basic problem is I cannot set up an on-line biller in order to make electronic payments to them. Again, this issue is driven by the fact that CenturyLink changed my account number and advised me to change my account number in my software. I have two other vendors who are also billers who have changed account numbers which I still need to deal with once I understand the process. Thank you for your response. I am hopeful you can aid me again.
1. If you do not see the Get Started button, click the + (plus sign) in the upper-right corner of the Bills & Income screen and select Online Bill.
Be sure to avoid late fees and penalty interest rates
Are you about to be late with making your bill payment due to problems or unexpected delays in Quicken Bill Manager (Quick Pay or Check Pay) that can't be resolved in a timely fashion?
While you're waiting for the problems to be resolved, to avoid missed payments I recommend you logon directly to the biller's website and authorize them to direct debit (aka PAC Draft, Autopay, APS, etc.) the next and perhaps all future payments from your checking account or a credit card. The biller will make an electronic debit on the due date and you don't have to worry about being late.
In Quicken just record a scheduled reminder which does not execute as an online payment into your account register on or before the Due Date and before you download transactions from the bank or credit card containing the debit transaction. That will allow Quicken to match your register transaction to the downloaded data and not cause any further issues.
