Sending online payments in Quicken is a fast and easy way to pay your bills. It requires two steps: setting up an online payee and creating an online payment.
Set up an online payee
An online payee can be any business, organization, or individual to whom you make a payment. You have to add each online payee to the Online Payee List only once because all accounts in a Quicken file share the same list.
- From the Banking menu, choose Online Banking.
- Choose your financial institution from the list box next to the logo on the left side of the window.
- Click on the Payees button in the upper left area of the Online Center.
- Select the New button in the top left area of the Online Payees window.
- In the Set-Up Online Payee window, enter the payee’s name and address. In the Set-Up Online Payee window, enter the payee's name and address.
- Enter the account number the payee uses to identify you. If you don’t have an account number, use your policy number or your name.
- Click OK. Review the information for accuracy and click Accept. To edit, click Cancel and make any necessary changes.
Create an online payment
Now that you've created an online payee, you are ready to create an online payment.
- From the Banking menu, choose Online Banking and click the Payments tab.
- Fill in the fields for the payment you want to make and click Enter.
- Click Update/Send. Quicken will display the Instructions to Send window. Check marks indicate payments to be sent. If you do not want to send a payment, click on it to remove the check mark.
- Click Send. The Change Assigned PIN window may appear (for additional security, the Intuit Online Payment service requires you to change your assigned PIN the first time you use it.)
- Enter your PIN and click OK. You will connect to the Internet and your payment instructions will be sent.
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