Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


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).

...

titleAbout creating a one-time payment

...

Enter either a processing date or a delivery date.

Expand
titleWhich date should I enter?

Depending on your payment processor, Quicken requests either a processing date or a delivery date. Also depending on your payment processor, you may be able to skip this field and let Quicken calculate the earliest date for you.

...

Enter a memo. (Optional)

Expand
titleWho sees the memo?

...

Create a repeating online payment series

Expand
titleAbout creating a repeating online payment series

A repeating online payment creates a series of payments on a schedule you determine. This is different from a one-time payment.

  1. Add a bill reminder as you normally do, making sure that you select the options described below.
  2. In the From Account field, select an account that is activated for online bill pay.
  3. To the right of the From Account field, select Use Online Bill Pay.
    • What if I can't find this option?
  4. In the Optional Settings area, select Make this a repeating online payment.
  5. Click Done.
    • What happens when I click Done?
  6. Update your account.

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.

...

Include Page
Setting up Quicken Bill Manager with Quick Pay and Check Pay
Setting up Quicken Bill Manager with Quick Pay and Check Pay