I keep getting asked to setup online payees when entering bills

Question

When I try and enter bills using the Calendar or Check window, selecting the payee from my Online Payee list, I'm often times asked to setup online payee.  But if I enter that same bill directly into the Register window instead, using that same online payee from my list, everything works fine.  Using the Register takes a few extra clicks plus the Calendar is much more convenient so I would like it to work correctly.  And it's not all Payees, just a few; of course I don't know which ones until I hit Enter.

This behavior has gone on for years and I keep thinking it will get fixed one day.

Quicken Classic Premier R61.20

Quicken Kristina · Answer

Thank you for your reply,

The most likely causes for this issue are if the connection in Quicken needs to be refreshed or if there is a file specific problem.

The first thing to try is refreshing the connection in Quicken by backing up your Quicken file, deactivating the problem account, then reconnecting it by going to Tools>Add Account and following the prompts.  Note - If your financial institution offers a choice of connection options, please make sure to click the Advanced Options link, then select Direct Connect (see sample images below).

Once you get to the Add/Link screen, make sure to carefully link the account with the correct nickname in Quicken.

Please let me know how it goes!

DanKinman · Answer

Thanks for quick replay.  I rarely, maybe never, get them entering a bill directing in the register with a "Send" tag.  I would say most often they show up in the Check window but in the Calendar window pretty often as well.  I think I'm initiating Bill Pay via Quicken as I don't have to login to Wells Fargo to pay anything.

As far as troubleshooting, I've deleted the entries from  the Online Bill Pay List before and reentered them but with mixed results so not sure that really helped.  This definitely not something recent and I think I have queried in the past(3+years, maybe more) about it but I would say it's gone on for 10 years plus or minus. Just a wild guess.  What is odd is when I get the msg and select the Payee again, Name and Address fills in but never the Account number regardless of how often I try.

I just queried this time hoping somebody had found a solution that worked since the last time I asked.

Quicken Kristina · Answer

Hello @DanKinman,

Thank you for letting us know you are encountering an issue.  Are these reminders that you're entering into your register, or are you initiating bill payments through Quicken?

You mentioned that this has been happening for years.  Do you recall when it first started?  Has the issue gotten worse over time (for instance, more payees affected)?  What troubleshooting have you already attempted for this issue?

I look forward to your response!