Online Payee List Problem with "USE" Function - fails with Bank of America
As is too often the case, some users join a discussion primarily to complain, without reading the entire discussion carefully, and/or asking questions before they post.
The original poster in the above linked discussion has found a legitimate bug; but that bug does NOT prevent scheduling billpay transactions after 8/31/2020.
The bug only affects billpay transactions entered via Tools > Online (which is where you get when you start with the Online Payee list, select a Payee, and click the "Use" button). That is the approach that the Subject and the original post in the above discussion is referring to.
A different user (a "software professional") joined the discussion to complain that he could not schedule ANY online billpay with BofA after 8/31/2020.
But the software professional's statement is false: I have online billpay with BofA and I have no problem scheduling a bill (in Quicken) to be paid by BofA after 8/31/2020.
If you enter the Quicken billpay transaction with a to-be-paid date (a "transaction date") later than 8/31/2020 directly in the Quicken account register, then do a One Step Update (or an Update Now), the billpay transaction will be scheduled with BofA (and I suspect any other financial institution that accepts billpay instructions from Quicken). I have tested this (in Quicken 2020 for Windows, R28.10), and it works.
It is definitely not necessary to revert to an earlier version of Quicken.
[I have always entered my billpay transactions directly in the BofA check register, and I plan to continue to do so; I never found any other approach to offer anything better.]
- posted 1 month ago