Can't send online payments

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I cannot get beyond this dialogue box. I have Quicken Classic Premier running on Windows, version R56.9, build 27.1.56.9

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    Clicking on Fill Passwords or Manage Passwords does not work?

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • FSPADZQUICKENACCT01
    FSPADZQUICKENACCT01 Member ✭✭
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    Clicking on either one of those opens up the password vault which shows all passwords stored except for my Ally bank account which shows not required with a key symbol

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Assuming that your Quicken Subscription has not expired, the dialog shown in your original question should be followed by a list of banks activated for transaction downloading.

    I'd try to refresh the Quicken ID token. Please do this:

    • Shut down Quicken and restart it after waiting a few seconds.
    • Go to Edit / Preferences / Quicken ID & Cloud Accounts
    • Click the "Sign in as a different user" link on the right side.
    • Sign out, then sign back in to your Quicken account using your existing Quicken ID.
    • Now try One Step Update again.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    If you are trying to make online payments from Quicken via AllyBank, that won't work because AllyBank does not support Direct Connect.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • FSPADZQUICKENACCT01
    FSPADZQUICKENACCT01 Member ✭✭
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    I tried you suggestions but have the same results.

    I even deactivated and reactivated the online services for my Ally bank accounts but that didn't solve the problem either.

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    @FSPADZQUICKENACCT01 - I am wondering why that picture you initially posted does not show all of the financial institutions that are set up for downloading. I think you should have seen something like this with all of the boxes being checked. You are not seeing this?:

    If that is the case, then you should confirm the status of your subscription at Help > About Quicken.

    As mentioned by @Rocket J Squirrel, Ally Bank does not support Direct Connect and that is required to be able to use Bank Bill Pay (sending bill payment commands directly to the bank from within Quicken).

    Since Ally Bank supports EWC or EWC+, your bill payments must be set up and sent via Quicken Bill Manager via either CheckPay or QuickPay. Have you been able to send bill payments via this method in the past?

    Also, after deactivating an account, if you want to send bill payments you will need to enable it, again, on the Online Services tab of Account Details by clicking on Set up Bill Manager. And reconfirm that Ally Bank is set for downloads and the Connection Method. Have you done that?

    If Bill Manager is enabled, you might want to try going to Account Register > upper right Gear icon > Update Now. Does this work for sending the bill payment to Bill Manager?

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • FSPADZQUICKENACCT01
    FSPADZQUICKENACCT01 Member ✭✭
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    I've been to send online payment for years using my Ally Bank account. This functionality was broken a few days ago when I opened Quicken and it performed what looked like a major update.

  • FSPADZQUICKENACCT01
    FSPADZQUICKENACCT01 Member ✭✭
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    To clarify, I use the Quicken Bill Pay service to issue checks to various payees. The Quicken Bill Pay Service is linked to my Ally Bank checking account. I can enter online payment transactions within Quicken that then appear in my Ally Bank checking account register (within Quicken). The check number field of the transaction, contains the word Send. When I do an Update/Send for these transactions, the One Step Update Settings dialog (shown at the beginning of this help session) appears, and as I said, I can not get beyond that dialogue. Before the Quicken update that I received on Friday, when I performed the Update/Send, I would receive a message that the payments were sent and a check number would then appear next to the transactions in the account register.

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    So you have been using Quicken Bill Manager (what used to be called Quicken Bill Pay), not Direct Connect Bank Bill Pay, right?

    Then you probably lost your Bill Manager set up for Ally Bank when you deactivated the account. Did you check the Online Services tab of Account Details as was suggested in latter part of my last post? If it is no longer enabled you should see "Set up Bill Manager." You will then need to click on that to get Quicken Bill Manager set up with Ally Bank, again.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

This discussion has been closed.