Online Payment

DougHoegh

Long time windows user now using MAC. Before using my windows version I could use a tool called Online Payment which would send a message to my direct connection US Bank account to pay a credit card bill. It did not use Quicken's bill paying system, instead the Bank would do it on my instruction and it didn't cost me anything. Now that I've switched to MAC I can't find this process and only see the Quicken Bill Pay Service that does cost. Am I missing something or do I have to go about this in a different way?

RickO

First you need to make sure the account is set up as Direct Connect. Right click on the account in the sidebar and then Account Settings. Under Downloads, check that the connection type is Direct Connect (not Quicken Connect). If it's not, then click the Change Connection button to change it to Direct Connect.

When I look at available US Bank account options, I see this:

It would seem that the first one would be the one you want. Then when you set up the connection, you need to select Direct Connect as the connection type:

I do see this available for this bank selection. You may need to click the Advanced button to see the connection option.

Once you've confirmed the account is set up as Direct Connect, then for each payee, open the payee's settings in the Payees & Rules Window (Payees tab). Then check the Bills & Income Payee box, click the Bank Bill Pay tab and enter the required info:

Then to pay a bill, you will create a new transaction, enter "Send" in the Check# field, fill in the rest of the transaction details. When done, click Accounts > Update Selected Online Account to transmit the payment to the bank.