I'm setting up a Quicken from scratch. I have added a bank account and successfully downloaded transactions. However, I can't add an online payee. I click Tools, Online Center and and look for Payee but it is not there. The only thing I see at the top is Contact Info, Password Vault, Renaming Rules, Print and Options. Delete, Payee, Repeating are grayed out.
Is there something in the setup to be able to see Payee so I can add online payees?
You have to have at least one account activated for Online Billpay.
When I go to Account List, Edit Details ... for Online Payment it says "Online payment is not available". Does that mean the bank I have set up doesn't offer Online Payment?
Okay, it's been a long time since first did this. These are new bank accounts so I have to call the bank and have them set up online bill pay for my account before it will be available to Quicken.
In addition to having online billpay with your financial institution ... the fi must allow billpay instructions from Quicken. Not all fi's that offer billpay, accept billpay instructions from Quicken (USAA is one such fi).
You can look your fi up here,
Thanks for the link. I have two banks, one shows Direct Connect and the or other shows Web Connect. While the key for Direct Connect specifically mentions "bill pay", the key for Web Connect does not. Does that mean that any bank using Web Connect, does not offer online bill pay through Quicken?
Yes.
Direct Connect is a necessary, though not sufficient, condition in order to use online billpay from Quicken.
Even if a financial institution offers Direct Connect, they may not offer billpay via Quicken. If they offer billpay via Quicken, you should see "Bill Pay Service" when you look them up in the Participating Financial institutions link.
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