Adding an online bill to an existing account

Question

As a 25+ year Quicken user, I've long-used $0 manual bill reminders to indicate when a credit card statement is typically available - this nicely shows up on the calendar, so that I can manually login to that biller and review the statement and make the appropriate payment (which is a scheduled bill/full credit card balance typically).

I'm trying to use an Online Bill for one of my accounts.  Maybe I'm misunderstanding this feature. In attempting to add it, Quicken is asking me to "Add account to track your [provider] credit card bills"……but the account is already existing in Quicken (see screenshot below).

I've also tried picking my $0 statement manual bill and adding an online bill, only for it to prompt me to "Add", "Don't Add", or "Link to existing account" and on the latter, the account in question isn't listed!

What am I missing here?

Quicken Kristina · Answer

Thank you for your reply,

I'm glad to hear that deactivating and reactivating allowed you to connect to the Kohls online biller!

Since the Discover account was already linked, it's not surprising that you didn't have the option to relink it. Kohls and Discover use different connection options, so if you chose Kohls Credit Card, it's not surprising that you would not see an option to connect Discover as an online biller.

If you're trying to set up an online biller for Discover, you would need to select the online biller that matches the connection option you used to connect your account.

If you're not certain which connection option you used, go to Tools>Account List. Click the Edit button next to the Discover account. Click the Online Services tab. It will list the connection option there.

Thank you!

Roger Snook · Answer

Deactivated Kohls. Forgot to deactivate Discover (as both are from CapitalOne now). When I tried to initially map the accounts, Kohls was able to be mapped, but Discover was not (perhaps as expected since it was still active).  So I finished the Kohls connection then went back to Deactivate Discover and re-add (this time checking only the discover in the CaptialOne authorization of accounts) and mapping it to the existing Discover account.

Now back to adding the Online Biller, the "Add Bills from Connected Accounts" came up with the Kohl's account but no other accounts listed (which seems odd because I have 25+ other accounts) and I just selected the Kohls account and hit the Continue button and voila' Bill connection Updated! Other than the oddity mentioned, that ONE account now seems connected.  Anything unusual about the rest of my description?

Quicken Kristina · Answer

Hello @Roger Snook,

Thank you for reaching out! If I'm understanding the issue correctly, the Kohls account is already connected in Quicken, but when you try to add/link Kohls as an online biller, it isn't recognizing it. When you try to re-add the account, the program doesn't give you the option to link it (usually, this happens because Quicken sees that the account is already connected).

If that is what's happening, please backup your Quicken file, deactivate the Kohls account, and reconnect it by going to Tools>Add Account and following the prompts, making sure to link it to the existing account.

Once the account is successfully reconnected, try adding the Online Biller again.

Please let me know how it goes!