Can I Remove Items in Online Payee List

James114
James114 Member ✭✭✭
edited November 2023 in Paying Bills, Online Billers & Reminders (Windows)

In Quicken, I have an Online Payee List in addition to Memorized Payee List.
I use Direct Connect to have Quicken check for new or cleared transactions.
Can I delete the Payees in the Online Payee List without them getting deleted
from my bank's web site?

James

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That's hard to say conclusively as it depends on the bank. I would suggest using your least used Online Payee and delete from Q and then a day or two later, check with your bank. If not removed from the bank you should be good to proceed with the rest.

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  • James114
    James114 Member ✭✭✭

    Ok. It's just that when I create a new transaction and click the payee field the drop down includes
    the online payees. Not sure what happens if I select an online payee.
    I actually deleted 2 online payees today and took note of them. they are still in my bank's payees.
    I'll check tomorrow.

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