Quicken Bill Manager: How To Set Up Quick Pay and Check Pay

Note: If you already have online bills set up, you can move on to Enable a payment account for Quick Pay.

1. Go to the Bills & Income tab, then click Get Started.

If you do not see the Get Started button, click the + (plus sign) in the upper-right corner of the Bills & Income screen and select Online Bill. 

2. Under Online Bill, click Next. 

3. Search for the name of the biller you wish to add.

4. Enter the login credentials you use for that biller's website and click Continue. Quicken will then authenticate the account and search for bills.

5. After the biller is added, a confirmation screen will follow. You can link an existing Reminder or create a new Reminder. Please note that after a biller is added, it may take some time for a new bill amount and PDF to appear in Quicken Bill Manager.

6. You can then choose to add another bill or click Done to finish. You can also select to enable a payment account. If you start this process here, you can skip to Step 3 in the next section.

1. In the Bills & Income tab, click the gear icon in the upper right.

2. Select Set up Quicken Bill Manager.

3. Review the following slides and click Next, then click Get Started. 
4. After reading the information on the You need to know this screen, click Continue. 
5. In the Payment Accounts for Quicken Bill Manager screen, select the account (usually checking) that you want to use to pay bills with and select Enable.

6. In the Enable Payment Account screen, fill out the following information: 

• Routing number 
• Account number 
• Name on Account (Account Holder)
• Date of Birth (Account Holder)
• Address (Your mailing address)

7. Click Save. 

Once you have entered your payment account information, you’ll see a verification screen letting you know that you can now use the account for Quick Pay payments.

If you wish to only use Quick Pay: Click Done, then click Done again in the Payment Accounts for Quicken Bill Manager screen to return to the Bills & Income tab and start paying bills with Quick Pay.

If you also want to use Check Pay: There is a verification process to enable a payment account for Check Pay. This process calls for the recording of two micro-deposits (between $.01 and $.99) that will be made to your account. The payments may take up to three days to appear. Follow the steps below to complete the Check Pay verification.

1.  To start the process immediately after you’ve added your Quick Pay account, select Begin Verification.
   
   • If you’re starting from the Bills & Income tab, click the gear icon and select Payment Accounts. Once you are back in the Payment Accounts for Quicken Bill Manager screen, click the Begin Verification button next to the eligible account you want to enable for Check Pay.
2. After clicking Begin Verification, follow the on-screen prompts. Then, click Done. 

3. Within the next three days, two micro-deposits will appear in your account. Check your register for the micro-deposits (they will display the payee name, Sp Quicken). When they appear in the register, go to the Bills & Income tab and click the Account needs verification message above the billers list. Please note, these micro-deposits will be withdrawn by Check Pay at a later time. However, the amounts will still be valid for the verification process. 

4. Select Verify.

5. Enter the deposit amounts and click Verify Account. 

6. Click Done.

If your amounts are correct, your account will now be enabled for Check Pay. The Payment Accounts for Quicken Bill Manager screen will also display confirmation that the account is enabled for Check Pay.

If you cannot access your bill online, or would prefer to track your bill manually, you can add a manual bill. For a manual bill, you supply both the billing amount and the billing date/interval. Manual bills can be paid with Check Pay.

1. Select the Bills & Income tab.
2. Click + (plus sign).

3. Select Manual Bill. 

4. In the Add Bill Reminder screen, enter or select the name of the payee in the Pay to field and click Next.

5. Select Allow paying with Check Pay.

6. Provide the following information in the Edit Payee screen:
   
   • Payee: The name of the person or biller receiving the payment. This should already be filled in.
   • Account Number: This is the account number of your payee. This field is optional but is helpful when making payments to an account.
   • Address: The address where the check will be delivered to the payee. 
   • City, State and Zip: These fields need to be entered correctly to deliver the check to the payee. 
7. Verify the address you have given. Review your address and select Done.
8. Click Done on the Add Bill Reminder screen.
9. The new bill will appear on the Biller list with the default action Check Pay.