Quicken Windows Premier-confusion around the different bill pay options

I've looked throughout the support sites and YouTube but have yet to find a guide that clearly explains the differences in the bill pay options and how to properly set things up. I've tried a couple of different approaches but there is no consistency in actually getting bills paid. My paying bank is Wells Fargo. Is there a good step by step guide that walks through all the different options and how to properly set them up?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The basic issue is that not all banks support all Bill-Pay options. And only banks that support the Direct Connect download option support bill-pay that originates from within Q … because only the Direct Connect supports SENDING info from Q to the bank.

    SO, when you do TOOLS, Account List … what shows in the "Transaction Download" column adjacent to your WF checking account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP