I currently use Charles Schwab Bank NA to pay my bills online though their BillPay web site. Is there a way to have Quicken initiate the payment so I dont have to logon to Schwab. I dont want to use Quicken BillPay and incurr their monthly costs....
thanks...
The only way Quicken can send billpay instructions to your fi is if your fi permits it. You should be able to tell that by looking in the Account Attributes on the Summary tab of the account for a field that says "Online Payment through Charles Schwab". If that field is present and says "Available", you should be able to activate the service by clicking the "Change Online Services" button.
John,
Thanks for your reply. This is what I see... In Account Details; Transaction download is activated; makes sense because I'm am downloading entries from the bank. On the OnLine payment tab it says Quicken Bill Pay is available. However, if I activiate Quicken Bill Pay; then will I be forced to pay the monthly charges from Quicken? this is what I'm trying to avoid....
thanks again.
John Pollard wrote:
Both Quicken Billpay and the fi billpay may be "available" for any account; but only one can be "Activated".
It is your financial institution that controls whether their billpay is "available" in Quicken; if you don't see "Online Payment through Charles Schwab" in your Account Attributes, you can't use the fi billpay via Quicken. Call the fi for confirmation.
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