Chase Direct Download Info and Help: Get Rid of Quicken Bill Pay?

Have you tried deactivating billpay? From the Account Overview tab, Account Attributes pane, click Change Online Services, then click Deactivate in the Online Payment section.

I don't know what you mean by deactivating billpay. It doesn't have an account of its own, and I checked every single account's overview page to see if it had billpay activated, thinking I could deactivate it there. Nope. No reference to Quicken billpay at all. I deactivated and reactivated online access for my Chase credit card several times, but it didn't get rid of the billpay item.

Finally, I brute-forced it. I reverted to my backup from yesterday, and sure enough, there's no billpay account activated. So I went through the steps to deactivate my Chase card (still set up with FirstUSA) and reactivated it to use Chase. Well, magically Quicken billpay appeared again. So after making a backup, I deleted my *.QEL file and set about reactivating all my accounts. I had to create a new PIN Vault, add pins, etc. This time, no Quicken billpay appeared, thank goodness. But unfortunately, I had a year's worth of transactions from Discover that thought they were new. Several months' worth with Fidelity, Vanguard, and Scottrade. I deleted them manually, which was *not* fun. But it seems like I'm back in business. Incidentally, when I first created the PIN Vault and added all my pins, everything was fine for the first download. But the next download showed no pins were saved! I reentered them a few at a time, and they are saved now.

My credit union has just offered direct download via Quicken, and I signed up for it. They say it takes a couple business days before they activate things on their end. But I hope that when I finally can activate it within Quicken, Quicken's billpay doesn't mysteriously turn itself on again. I notice there's an item to set up Quicken billpay in the Online menu. I never went near these options, so I'm really curious how Quicken billpay managed to turn itself on.

Interestingly enough, my new *.QEL file is less than half the size of my old one....

Any idea how QBP got turned on? I sure hope I don't see a charge for it on my Chase VISA. I shouldn't, since I never signed up for it, right?????

Thanks and Regards,

Margaret

That was what I meant. Having never setup Quicken Bill Pay, I am not certain of all that it entails. I just assumed that if it were active for an account, the account overview would show Online Bill Pay as "Activated".

If no Quicken account was "activated" for billpay, I would have guessed there would not be any real problem. But before you get too far down the road, you might want to give the Quicken Bill Pay people a call.

Help > Product and Customer Support > Contact Intuit and Others

and scroll down to the Quicken Bill Pay Support section. [I hope there isn't a catch-22 where they won't speak to you without your Quicken Bill Pay id. :) ]

I don't think that Chase could sign you up for Quicken Bill Pay (at least not without your involvement), but it might not hurt to ask them.

I searched Google Groups again, and I found a thread between Gunner & Mike B, where Gunner experienced a problem with QBP turning itself on after a One-Step Update. The thread mentions that this started over the July 4th weekend, due to changes to the online banking server. Gunner quotes KB article #580100, but I can't find a way to search by KB article number on the Quicken Support site. Fortunately, Gunner quotes the KB article. Unfortunately, the fix didn't work for him, and he ended up exporting and importing accounts.

Anyway, one of the possible symptoms was QBP activating itself for an account when no bill payment service should be activated. This is exactly what happened to me. After deleting my *.QEL file and reactivating/redownloading for all accounts, I managed to rid myself of the bogus QBP entry. I then copied the file and validated it with no errors. So I'm now working from that copy.

Here's the KB article that Gunner quoted in his August 7 post:

Title: Why am I having problems with my online banking after the July 4,

2005 holiday weekend? KB ID#:580100

Possible Cause: Changes to the online banking server were made on Saturday, July 2, 2005 that resulted in numerous issues. If you performed a One Step Update between Saturday, July 2, 2005 and Tuesday, July 5 2005, you may experience any or all of the following problems. The cause of this error has been identified and corrected.

· Quicken Bill Pay is activated for your account instead of your financial institution's bill payment service · Quicken Bill Pay is activated for your account when you should not have any bill payment service activated · Your online payees are missing or the online payee list is blank · You are not able to select a financial institution when enabling a new online account or editing an existing online account

Answer:Deactivating and then activating the online services for your account will correct this issue.

1. Complete a One Step Update by selecting the Online menu > One Step Update. Uncheck all the options and click Update Now.
2. Open the Account List by selecting Tools menu > Account List and then choose the View Accounts tab.
3. Select the first account in the list with Activated in the Online Services column and click Edit to open the Account Details window.
4. Select the Online Services tab and click the Deactivate button in the Transaction Download section. Click Yes to the "Would you like to deactivate this service?" message box. If you do not have a deactivate button skip to the next step.
5. In the Online Payment section click the Deactivate button. Follow the onscreen prompts to deactivate your bill payment service. If you do not have a Deactivate button skip to the next step.
6. Click OK to close the Account Details window.
7. Repeat steps 3-6 for all accounts with Activated in the Online Services column of the account list.
8. Open the Account List by selecting Tools menu > Account List and then choose the View Accounts tab.
9. Select the first account in the list that you use online banking with and select Edit.
10. On the General Information tab of the Account Details window verify the Financial Institution field has the correct institution. Make changes as needed.
11. Select the Online Services tab.
12. Click the Activate button for the service(s) you would like to activate. (Transaction Download or Online Payment) Follow the onscreen prompts to activate the service.
13. Repeat steps 9 through 11 for all accounts you want to activate for online services.

I don't think I have much to add that would help your current circumstances ... just a couple of comments related to this post.

Intuit has recently been revamping their support site and specifically their "knowledge base". In the process old articles got lost (or were deemed "not needed") and, I believe that some (all?) remaining articles got assigned new identifiers. I do know they don't call 'em "article numbers" anymore, they call 'em "Answer ID's" ... see the bottom of an "answer" for the "answer id". If you have the answer id, you can enter just that number in the "Search" text box and pull up the "answer".

The way I read the conditions that the old kb article is designed to address, the article only applies (to Quicken Bill Pay) if one or more Quicken accounts were incorrectly activated for Quicken Bill Pay. Your situation seems to be different: you had no accounts activated for Quicken Bill Pay, but you did have Quicken Bill Pay "setup" erroneously.

I too thought I had read about a situation like yours, but I thought I read it in the Intuit forums - I even thought someone from Intuit had responsed to it. But I searched there and found nothing. :(

And I also searched the new Intuit support site for the info that Gunner reported, but found nothing.