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Use Online Bill Pay check box will not stay checked

jeff100

Quicken Deluxe using US Bank PFM Direct Connect (NOT Express Web Connect)

I have read the posts about US Bank changes, however, they explicitly state that it does not impact PFM Direct Connect. "This change will only impact U.S. Bank accounts on Express Web Connect."

Why does the box for Use Online Bill Pay keep losing the check mark every time I start Quicken? Very frustrating! Is there a resolution?

Thanks

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Quicken Anja

Hello @jeff100,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

I hope this helps!

jeff100

Thanks for the response, however, those steps did not resolve the issue.

When I use Manage Bill and Income Reminders or Edit and open the payee and check the box for Use Online Bill Pay, the box stays checked unless I close Quicken and reopen it. Once I restart Quicken and look at the payee, the box is unchecked, and in the Manage Bill and Income Reminders the method shown reverts to Payment rather than the intended - Online Payment

Quicken Kristina

Thank you for your reply,

When did this issue first start happening? Do you keep your Quicken file on your C drive or is it on a shared network drive? Is your Quicken file synced with any cloud service, such as One Drive or Dropbox (if it is, you will usually see the service name listed in the file location)?

The simplest way to check your file location, if you have Quicken up and the file open, is to click on File, then look near the bottom of the list, just above where it says Exit. It will list the file locations for the 4 Quicken files you have most recently accessed, with the one you are currently in at the #1 spot.

Thank you.

jeff100

Thanks for the response.

Not sure exactly when the issue began but I think probably in early May 2023

The main Quicken QDF file is stored on my C drive. C:\Users\J&C New PC.000\Documents\Quicken

My backups are stored on an external SSD. E:\J&c New Pc's Quicken Data-2023-06-24.QDF-backup

Nothing is associated or connected to any network or cloud-based location.

Quicken Kristina

Thank you for your reply,

Based on the file location you provided, there shouldn't be any cloud services causing issues. Since the Validate/Super Validate did not correct the issue, the next step would be recovering a backup from before the issue started and testing to see if the issue persists in the newly restored file.

Thank you.

jeff100

I tried restoring from backup files from February 2022 and February 2023 and both times the same problem occurred. In both backup iterations. The Use Online Bill Pay check box was checked but became unchecked after closing and restarting Quicken.

Ther issue persists!

Quicken Kristina

Thank you for your reply,

Next, I suggest that you try creating a copy of your data file which will rebuild all of the internal lists and database tables. If successful, you would then move forward with the copied file. To create a copy, please navigate to File > Copy or Backup File... > Create a copy or template (see examples below) which will also allow you to select a date range to move forward with.
If you wish to move forward with your entire data file, please check the full date range of your entire data file before copying so you can enter the correct date range if you do not wish to "shrink" your file by eliminating certain dates.

It's important to know that all online services will be disconnected in the copied file and you will need to sign back in with your Quicken ID and reconnect all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward. The reason for this is that the new copy also creates a new and separate dataset ID.

If the issue is not resolved in the copied file either, then feel free to switch back to your original file.

Thank you!

jeff100

Ok, I did the create copy thing but now I cannot connect to US Bank PFM Direct. When I attempt to connect Quicken and US Bank, all I am able to get is Web Connect+ How do I get PFM Direct Connect back?

Without PFM Direct Connect, it appears that I cannot use the online bill pay function and cannot test to see if the box uncheck issue was resolved.

I reverted to my last good backup (not the copy) and everything is as it was with PFM Direct Connect working but the Use Online Bill Pay check box issue remains

Quicken Kristina

Thank you for your response,

In the copy, you would want to go to Tools>Add Account and search for U.S. Bank.

Click on U.S. Bank - PFM Direct Connect to highlight it, then click on the Advanced Options link.

Select Direct Connect and click the Next button.

Follow the prompts and link your account.

Thank you.

jeff100

Ok, I had to contact US Bank and Quicken Support but was able to successfully use the copy file and reestablish the PFM Direct Connect, however, the issue persists. I checked the Use Online Bill Pay check box but it became unchecked after closing and restarting Quicken.

Quicken Kristina

Thank you for your response,

I'm glad to hear you were able to get it reconnected again in the copy. Since the issue with the checkbox coming unchecked is persisting, I recommend that you reach out to Quicken Support directly since they have access to tools I don't and they have the ability to escalate the issue if needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

jeff100

Thanks I will contact Quicken Support

tnquick

Having the same problem. What is the solution?

jeff100

I have received no resolution. It is so exasperating dealing with Quicken support and my frustration is not new. The service rep claimed she opened a ticket but I have received nothing in ten business days. The way she ended our call was with. "Try it again after 24-48 hours"

At first, I was directed to call US Bank and had to argue that it had nothing to do with them. Then it was the whole validate, new file, restart stuff over and over.

I suggest that it should be an easy fix as they changed something with US Bank PFM Direct Connect involving scheduled recurring payments. As I read the alert that occasionally pops up when opening Quicken, the issue does not seem to involve bill reminders and the Use Online Bill Pay check box.

I expect nothing will be done unless I contact Mr. Dunn again.

bpisaacs

I am having the same issue since May of 2023.

If I have Use Online Bill Pay checked in any Reminder, when I start Quicken the following message pops up and the Use Online Bill Pay check box is unchecked:

Reminders are entered in the check register, but the Send flag is not turned on in the Check # field, so the payment is not sent.

I have been working with both Quicken and US Bank support to try to resolve this issue. They keep pointing fingers at each other.

Someone had to create the message that pops up and enter the code that resets the Use Online Bill Pay check box and pops up the message at startup. I can't find anyone who can explain why this is happening.