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When setting up an online payment, you can either pay a single bill (a one-time payment), or you can create a repeating online payment series (to make the same payment, at the same interval, for as long as you like).
Create a one-time payment
Create a repeating online payment series
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Use Quicken to create payment instructions for one or more future payments (for example, your telephone and car insurance), and then send all your instructions to your financial institution in one session. This is different from a repeating online payment. If you use an online bill payment service provided by your brokerage, and you want to create a bill reminder or a repeating online payment for any of your regular cash transactions, you must add a linked checking account to your brokerage account. Alternatively, you can use the Quicken Bill Pay website for these transactions and keep your cash transactions in the investment transaction list.
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Create a repeating online payment series
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A repeating online payment creates a series of payments on a schedule you determine. This is different from a one-time payment. If you use an online bill payment service provided by your brokerage, and you want to create a bill reminder or a recurring online payment for any of your regular cash transactions, you must add a linked checking account to your brokerage account. Alternatively, you can use the Quicken Bill Pay website for these transactions and keep your cash transactions in the investment transaction list.
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Note
- Repeating online payments won't appear in a Quicken register or transaction list when you set up the payment series. The individual payments in the series will be downloaded and entered in Quicken as they are processed.
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