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Q:
I use Quicken Bill Pay for the Macintosh. What can I expect from the upgrade?
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A:
First, you will notice several benefits on completion of the upgrade, including shorter lead times and free 24/7 customer support. The upgrade will be handled automatically on installation of your complimentary copy of Quicken 2006. Your upgrade package includes a temporary transition PIN, which you should use the first time through; at the end of the upgrade, Quicken 2006 will let you change this to a PIN of your choice. If you have not received your upgrade package by September 19, 2005, please call us at 1 (877) 486-8844. Before installing Quicken 2006 to begin the upgrade, do one final download of your Quicken Bill Pay data, then make a backup copy of your Quicken data (using your existing copy of Quicken). To do this, click on the File menu and then select Save a Copy. - Upgrade to Quicken for Mac 2006 using your Quicken 2006 for Mac CD-ROM.
- Update your Online Financial Institutions list.
Choose Online menu > Financial Institutions Click Update List - Delete any Quicken Bill Pay items in your outbox.
- Update your Quicken Bill Pay account
Choose Online menu > Outbox, select Quicken Bill Pay, and click Send Now - From the Account List, select a Quicken Bill Pay enabled account and click Edit. From the Pay bills online menu select, "not enabled." If your data file is ready to upgrade, Quicken will display the Upgrade window: skip to step 7. Otherwise, continue with step 6.
- Cancel scheduled payments, then repeat step 5 to verify you are now ready to upgrade.
- Click Upgrade. Quicken upgrades all accounts that use Quicken Bill Pay in this data file. You do not need to repeat this process for any other accounts.
- Recreate and send any scheduled payments you cancelled or deleted.
- You need to use your temporary PIN to access your account. As part of this step you will create a new PIN.
If you are using Quicken Bill Pay with multiple data files, you will need to upgrade each data file separately. After you upgrade your first data file, you may skip steps 4 and 6 to upgrade subsequent data files. In a few rare instances, the Success screen displayed by the update wizard might inform you of anything it encountered during the upgrade that needs special attention, and will give you instructions on any steps you should take to handle these individually. If you have any questions or need assistance during or after the upgrade completes, you can always contact Quicken Bill Pay support at 1-877-486-8844.
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