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Quicken® - Begin Using Bill Payment

You must first enable your Quicken account for online payment. To set up online payment, go to your account register and click on the Overview tab, then click on one of the online payment options under the Account Attributes section.

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. Note: If you also use Regions Online Banking, all of your payees will automatically download into Quicken for you.

  1. From the Online menu, select Online Center.
  2. Choose Regions Bank Direct Connect from the list box next to the logo on the left side of the window.
  3. Click on the Payees button in the upper left area of the Online Center.
  4. Select the New button in the top left area of the Online Payees window.
  5. In the Set-Up Online Payee window, enter the payee’s name and address.
  6. Enter the account number the payee uses to identify you. If you do not have an account number, use your policy number or your name.
  7. Click OK. Review the information for accuracy and click Accept. To edit, click Cancel and make any necessary changes.

Or

  1. From the Online menu, select Online Payee List.
  2. Choose Regions Bank Direct Connect from the list next to the logo on the left side of the window.
  3. Select the New button in the top left area of the Online Payees window.
  4. In the Set-Up Online Payee window, enter the payee’s name and address.
  5. Enter the account number the payee uses to identify you. If you do not have an account number, use your policy number or your name.
  6. 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.

  1. From the Online menu, select Online Center.
  2. Choose Regions Bank Direct Connect from the list next to the logo on the left side of the window.
  3. Click on the Payments tab.
  4. Fill in the fields for the payment that you want to make and click Enter.
  5. Click Update/Send. Quicken will display the Online Update for this account window. Check marks indicate payment(s) to be sent. If you do not want to send a payment, click on it to remove the check mark.
  6. Enter the password in the Passwords box and click Update Now.

Learn more about your Quicken service:

  Create a New Account     Enable an Account
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