linking Online billers to Reminders

JstLukng · April 21

this has been an on-going issue in QWin - finally taking time to ask about it.

I created monthly reminders for all of my credit card payments. I set the reminder's amount due to $0.

In Bills & Income, I'm adding the credit cards as online billers. After adding a biller, in the Action column I select "Link to Reminder". The next screen SHOULD let me do the linkage. However, none of the 'unlinked' reminders I've created show.

Here is an example of the reminder I was expecting to link to:

I note that this reminder does not have an option to "link this reminder to an online biller" that some of my other reminders created using the Link Biller's "Create a New Reminder" process have.

If in Bills & Income, I select view 'All Bills', both the online biller and the reminder show up.

So, in order to link a biller to a reminder, do I need to delete my current reminders and then re-establish them using the Link Biller process?

Quicken Jasmine · April 23

Hello @JstLukng,

Thank you for providing the detailed explanation and screenshots!

When you created the original reminders with a $0 amount due, did you manually set them up from the Reminders section, or were they imported or duplicated from another reminder? Do any of the unlinked reminders that fail to appear include custom categories or payees that might not match those associated with the online biller?

When you view “All Bills” and see both the reminder and online biller listed separately, is there any indication that Quicken recognizes them as potentially related, such as shared naming or scheduled dates? Lastly, if you were to try creating a new reminder directly through the “Link to Reminder” option for a biller, are you then able to see that reminder listed for linking later on?

Let me know!

JstLukng · April 30

I typically go to the account register, highlight the most recent payment, right click, and select Add Reminder. Sometimes they show as Transfer reminder, not a payment reminder.

There is nothing to indicate they're related

Interestingly, I had a linked reminder and then edited it to unlink it, when I attempt to relink the reminder in Bills & Income, it only comes up with Create a New Reminder - I can't just select the previously linked reminder.

Quicken Jasmine · April 30

Hello @JstLukng,

Thanks for the clarification!

Based on everything you've shared, the core issue seems to be that reminders created directly from the register (by right-clicking a payment and selecting Add Reminder) are often saved as transfer reminders instead of bill reminders. These types of reminders are currently not eligible to be linked to online billers in Quicken Classic for Windows.

This is why those manually created reminders don’t show up in the "Link to Reminder" dialog — even if their names and dates align — and also why an unlinked reminder that was previously linked cannot be re-linked.

To get everything working as expected, you’ll need to recreate the reminders using Quicken’s Link to Reminder workflow, which ensures they are created as valid bill-type reminders. Here's how to fix it step-by-step:

Steps to Link an Online Biller to a Reminder

Delete the current reminder:
Go to Bills & Income, set the view to All Bills, click the action arrow next to the reminder that won’t link, and select Delete this instance and all future instances.
Locate the online biller:
In Bills & Income, find the online biller you'd like to link under the Online Billers section.
Click the action arrow next to the biller:
In the Action column for that biller, click Link to Reminder.
Create a new reminder through the prompt:
Choose Create a New Reminder when prompted.
- Ensure the payee name matches the online biller exactly.
- Set your preferred due date, frequency, and amount (it’s okay to set the amount to $0 if you prefer it to be filled in automatically later).
Save the reminder:
This new reminder will be formatted as a bill-type reminder that is fully compatible with online biller linking.
Confirm the link:
After saving, go back to View: All Bills. You should now see the online biller and its linked reminder grouped together under the same tile.

Unfortunately, previously linked reminders (even if manually unlinked) cannot currently be relinked in the UI unless recreated through the correct process.

If you're trying to maintain historical data or notes from your original reminder, you can copy those details before deleting and paste them into the notes field of the new one.

I hope this helps!

JstLukng · May 1

Jasmine, Many thanks for the clarification. I will recreate the reminders.

Quicken Jasmine · May 1

https://community.quicken.com/discussion/comment/20488858#Comment_20488858

Great! Please let me know how it goes!

I am happy to help!

Quicken Jasmine · May 4

https://community.quicken.com/discussion/comment/20488858#Comment_20488858

I hope all is well, just wanted to check in!

JstLukng · May 13

Hi, sorry for the delay. I've recreated the reminders and they're working. Quicken's Bill & Income tab showed banks that could be linked to online billers and I accepted them. I then added new reminders and deleted the old ones.

Now, if I could just get rid of a bunch of 503 errors and download transactions! (I have a ticket in for those issues)

JstLukng · May 13

hmm. well, one step update said all bills weren't updated. so on the bills & income tab, I selected update all. 11 of the billers came back with yellow triangles indicating "this biller account is no longer valid". And I believe most, if not all, were the ones quicken suggested adding and I had quicken add.

Randy 415 · May 13

Sorry. Bills & Income tab is a bit of a train wreck. Sorry I can't help you. I stopped using it.

Quicken Jasmine · May 14

Hello @JstLukng,

Thanks for letting me know. I am sorry to hear that you are still experiencing issues.

To start with, I suggest you try to Review and Repair Online billers. However, I do recommend that you save a backup of your data file first (just in case). After that, please navigate to the Bills & Income tab and click on the gear icon on the top-right. Then, click on Review and Repair > Review and Repair Online Billers in the dropdown menu.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!

JstLukng · May 14

I did:

with those billers now gone from the bills & income tab.

oh well.

Quicken Jasmine · May 14

Hello @JstLukng,

Thanks for letting me know, I apologize that this issue is so persistent.

Due to the nature, I suggest contacting Quicken Support directly for further assistance as an escalation may be in order. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

I do also apologize that I could not be of further assistance.

JstLukng · May 14

OK. Always appreciate your helpfulness. thanks

Quicken Jasmine · May 15

https://community.quicken.com/discussion/comment/20490748#Comment_20490748

No problem at all. Please let me know how it goes!

JstLukng · May 18

Quicken support had me copy my file to eliminate all connections. Using the copied file, I then reconnected online accounts - had same issue with accounts with CC-503 errors (still awaiting tech support to fix).

In Bills and Income tab, started adding the banks with online accounts. Could only get 4 to add

When attempting to add other cards, I was notified they were 'already added', for example this on Chase cards:

I can't select those cards to add again. How can I 'reset' those shown as 'already added' so I can add them on the bills & income tab as online billers?

Thanks.

Quicken Jasmine · May 18

Hello @JstLukng,

Thanks again for the update—and for continuing to work through these steps. I’m sorry to hear that you’re still running into roadblocks.

The message that a biller is "already added" usually means that the biller's connection data is still being held in the background, even if you’ve switched to a new data file. In cases like this, a reset of the internal connection for that biller may be needed before it can be added again in the Bills & Income tab. Below are some steps that you can try to resolve it. As always, it is recommended to save a backup before proceeding.

Step: Remove “Ghosted” Biller Entries

In Bills & Income, click the gear icon in the upper-right corner.
Select Review and Repair > Review and Repair Online Billers.
Let Quicken run the process. If any billers are flagged, confirm removal.
Once complete, close and reopen Quicken.

If that doesn’t fully resolve the issue…

Step: Use the “Manage Online Billers” Option

Still in Bills & Income, click the gear icon again.
This time, choose Manage Online Billers.
Look for the billers that are showing as "already added" (like your Chase cards).
If they appear there, click the down arrow under the Actions column then click Remove.

Once removed, you should be able to re-add them via “+ Add Online Biller”.

Let me know if that helps get things back on track!

JstLukng · May 19

hi Quicken Jasmine

Sad to say that didn't work. Nothing needed to be repaired and in Manage Online Billers, only the four online bill accounts that are on my Bills, Income & Transfer screen show up. No Chase or other billers that showed 'Already added'. how else can those billers be reset?

Quicken Jasmine · May 19

Hello @JstLukng,

Thanks for providing more information! I suspect that this could potentially be a data file issue. Therefore, I suggest that you please try validating and/or super-validating your data file. However, I recommend that you save a backup file before performing these steps.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.Super Validate:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

Let me know how it goes!

JstLukng · May 20

Good morning Quicken Jasmine. performed validation, closed file, checked billers - no change - in Manage Online Billers, only the four online bill accounts that are on my Bills, Income & Transfer screen show up.

performed super validation, closed file, checked billers - no change - in Manage Online Billers, only the four online bill accounts that are on my Bills, Income & Transfer screen show up.

Quicken Jasmine · May 20

Hello @JstLukng,

Thanks for reaching back out and attempting those steps. I am sorry that this issue is still occurring.

Due to the nature of this issue and the attempted troubleshooting steps thus far having failed, I recommend that you contact Quicken Support directly for further assistance, as I believe an escalation may be in order.

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

I am sorry that I could not be of more assistance. Please let me know how it goes with Quicken Support!

JstLukng · May 21

Quicken Jasmine

OK - thanks for the help in trying to trouble shoot this issue. I'll let you know when & how its resolved

Quicken Jasmine · May 21

Hello @JstLukng,

You are very welcome, yes please let me know!

linking Online billers to Reminders

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Steps to Link an Online Biller to a Reminder

Step: Remove “Ghosted” Biller Entries

Step: Use the “Manage Online Billers” Option

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