Writing online checks does not fill in memorized transaction data.
richuser155
Quicken Windows Subscription Member ✭✭
This question concerns the act of creating an online payment within Quicken. First I open the Wells Fargo checking account and open the Write Checks window with the Use Online Billpay checked. Then I select a memorized Online Payee for whom I have memorized a transaction in the past. The payee name comes up but the rest of the details do not: the address, the category, the memo, etc. I must manually click on Edit Address, which shows the address, account number and phone. But it does not show or fill in the category and memo which I have to enter manually. These manual steps defeats the purpose of memorized transactions. I have deleted some and reentered them but that does not solve the problem.
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Answers
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I suggest you enter the online payment directly in the register: enter the Memorized Payee in the register and select Send Online Payment in the Check # field's pull-down menu.
If the issue persists, I suggest you check the Data entry preferences: select Edit > Preferences...
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