How to actually pay a bill through Bank Bill Pay?
mc@
Quicken Windows Subscription Member
I have Quicken Windows subscription. I have my Wells Fargo account which is set up using Direct Connect. I do see that "Bank Bill Pay" is available when I go to Online Services under the account details.
But how do I actually pay a bill through Bank Bill Pay?
If I enter a Manual Bill, set up the payee, and then check "Use Online Bill Pay", I can enter an account number (my account with the payee, I assume) and a phone number (theirs, I assume). So it all gets set up.
But when I pay it (definitely from my Direct Connect account), Quicken says it will send a check out. I don't want to use Quicken Check Pay. How do I force it to use Bank Bill Pay?
But how do I actually pay a bill through Bank Bill Pay?
If I enter a Manual Bill, set up the payee, and then check "Use Online Bill Pay", I can enter an account number (my account with the payee, I assume) and a phone number (theirs, I assume). So it all gets set up.
But when I pay it (definitely from my Direct Connect account), Quicken says it will send a check out. I don't want to use Quicken Check Pay. How do I force it to use Bank Bill Pay?
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Comments
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You have to activate bank bill pay. See the sequence below.
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
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mc@ said:I do see that "Bank Bill Pay" is available when I go to Online Services under the account details.
But when I pay it (definitely from my Direct Connect account), Quicken says it will send a check out.On second reading, you might have everything set up correctly, but the payee is not one that your bank can pay electronically. When I use bank bill pay from B of A, I get no indication of which payees get paid electronically and which get mailed a check. The only way to tell is to look at Q's online payee list "lead time" column. 3 days means a paper check.Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
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Thank you! There are two places to set up payees. There's the main "Bills and Income", and under Tools - Online Payee List. It sounds like I should stick with the Online list for bank bill payments?0
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