If the transactions match, you're good to go. When this happens, Quicken matches the transactions from your bank with the transactions you have listed in your register. In addition, when you go to Tools>One Step Update, your bank sends a list of your transactions to your computer (and your Quicken program). When you go to Tools>One Step Update, Quicken sends your bills to your bank for your bank to pay. Once you record the payment in Quicken, you'll send it to your bank by going to Tools>One Step Update. However, it only appears if you have online banking setup for the account. This is located in the lower right corner of the check form. The only difference is you'll want to be sure that you check the "Online Payment" box. Pay your bills in Quicken by writing checks as we already learned to do. (If you wait, you'll have to fill out information for each payee as you pay the bill). Once you have it set up, you can go to Tools>Online Payee list to enter the people you will be paying using this service. Once you're enrolled and have things set up with your bank, you can go to Tools>Quicken Bill Pay>Set Up Quicken Bill Pay Account. You will still have to work with your bank to get this set up on their end as well. However, the form you will fill out is for Quicken. To get started with Online Bill Payment, go to Tools>Quicken Bill Pay>Learn About Quicken Bill Pay.Ĭlick the blue Start Now With Bill pay button to enroll through Quicken. You must respond to these requests if you want to use Online Account Access or Online Bill Payment.
You may have to answer more questions or prove your identity to either Quicken or the bank, such as a cancelled check or your signature. Sign into your online account, then click Connect. Next, you'll be asked to choose the name of your financial institution. Next, click on the account in the Account Bar to open the register.Ĭlick on the dropdown arrow next to the gear icon (as pictured below), and select Set Up Online from the dropdown menu. You can look at the Account Bar, and find the account. Once you determine that your bank offers Online Account Access through Quicken, setting it up within the Quicken program is easy.įirst, make sure you've set up your bank account in Quicken. Again, check with your bank before getting started. NOTE: Both Online Account Access and Online Bill Payment services are premium services, meaning your bank will probably charge you a monthly fee. Check with your bank to find out if yours does. However, your bank must support Quicken Online Account Access in order for you to be able to use it. This is actually transferring the money from one account to another. You can also transfer money from one account to another. Online Account Access provides transaction information from your bank account. You can also tell the make to pay recurring bills for you, such as your mortgage. Instead of paying those bills the old fashioned way by writing a check, you give the bank that information and the bank pays the bill for you (using your money, of course). Online Bill Payment allows you to tell your bank to pay your bills for you.
These features make managing your bank account and bills easier than ever before. This is made possible through Online Bill Payment and Online Account Access. You can also use Quicken to connect to your bank account through the Internet, then use that bank account (through Quicken) to pay your bills.
QUICKEN ONLINE BANKING SUPPORT SOFTWARE
Quicken is much more than just a software program that stores and organizes your financial data.
QUICKEN ONLINE BANKING SUPPORT HOW TO
How to Use Bill Pay and Online Banking with Quicken 2014
0 kommentar(er)
