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Quicken Bill Pay/One Step Update Problems???

I'm currently running QD2005 (R-5)...

Recently, I'm having problems with QD2005 that concerns Quicken Bill Pay when I do a One Step Update (OSU). I had this problem before and I activated/deactivated the problem accounts that had errors and it seemed to work OK after that for awhile. Well, that is not working now! The graphic below shows that the Online Payment is not available (the same applies to both IRA's) - then why are the IRA's listed under Quicken Bill Pay????? (see the screen shots that show SOME of the trouble and will help clarify what I'm trying to explain at this link -

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). When I do the OSU, the Scottrade Roth IRA accounts (2 of them) keep coming back with errors and the error recovery window pops up. Again, for the life of me, I don't understand why Bill Payments are even involved with IRA's??????? To my knowledge, I have never signed-up for Quicken Bill Pay services and I certainly would not sign-up for Bill Pay anything for our IRA's.

Finally, the questions:

  1. How do I deactivate/delete/get-rid-of this stinkin', lousy Bill Pay thing? I cannot deactivate something that don't show as being activated - but yet in other places within the program it appears that it IS activated.
  2. When I open up the PIN Vault, it shows our IRA's listed under Financial Institutions - Quicken Bill Pay - WHY? I have a regular Scottrade Account for trading, and 2 IRA's through Scottrade with the IRA's recently giving me trouble with the updates.
  3. When I go to Menu: >Online > then Online Center. When that window opens, under Financial Institutions, Quicken Bill Pay is listed - WHY?

I tried my best to explain these problems, but it is difficult to explain. Maybe somehow I signed-up to the Bill Pay by mistake within the program, but if so, there has to be a way to deactivate/disable this thing. One thing I do know for sure, I NEVER signed-up on the Bill Pay web site. Anyway, I'm pulling my hair out on this crap and I sure can use some help/advice and a solution to getting this stuff squared away again. I just want this Bill Pay JUNK to GO AWAY as I don't ever plan to use it.

Best regards... Gunner

"If you can read this, you can thank a teacher. . . but FAR MORE IMPORTANTLY, if you live in the U.S. and are reading it in English, you really should make it a point to thank a Vet."

Reply to
Gunner
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Something similar happened to me once - except it was a credit card that got associated with QBP. Intuit helped me fix it.

What you have to do is to create a new account for each account associated with QBP. Then Copy/paste all transactions from the corrupted account to the new account, fix all transfers and delete the old account.

Good luck.

Reply to
Mike B

Thanks for your response Mike B. I have tons of entries in both IRA's and it is gonna be a mess trying to transfer them one at a time. Is there a way to copy ALL the transactions from the corrupt account to the new one? I was reading somewhere you can select multiple transactions to transfer to other accounts, but... it said it wouldn't work with investment accounts! That seems strange and rather stupid to me, but I guess stranger things have and do happen.

I'll wait for your response on this copy issue before I try your suggestion - and I WILL TRY your suggestion and post back the results.

Reply to
Gunner

After messing around for days and days (AND STILL NO BETTER OFF), I came across the Quicken KB Article shown below. I TRIED what the KB Article said and I STILL have the same lousy problem! It appears that the problem started for me on July 5th, and after poking around in my Quicken program, I found on my Online Update Summary entries showing the

2 IRA's as having problems with "Quicken Bill Pay" on July 5th!!!!! I thought at the time something wasn't right and I just haven't had time to research the whole mess. But, isn't that just GREAT! - My troubles fits right in with the KB Article. I'll bet Intuit will want to change me for tech support too if I can calm down enough to call them for something they DID!

So here I am, dealing with a problem created by Quicken that seems to be getting worse and it seems to be screwing up accounts and years of entries as I try to get it working again. I simply cannot get it straightened out at this point. I haven't tried Mike B's solution yet, as I'm hoping that there will be an easier fix. I'm so pissed with Intuit/Quicken I can hardly stand it!!!!!

Looking for some major Help, Help, Help! Thanks in advance to any forthcoming suggestions and help that may be offered.

===============================================Here's the KB Article....

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

2005 holiday weekend? KB ID#:580100 Categories:

Question:

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.
Reply to
Gunner

FINALLY - it looks like I may almost be out of the water regarding what has been a nightmare for me. I have read, re-read all the things Mike B. has said, and after a very frustrating week I think I'm finally making some progress. I misunderstood the import thing and after messing with it so long to get it to work (sometimes the QIF selection under File>Import>QIF was there - sometimes it wasn't and that was confusing as hell to me!), it seems you have to have be in one of your Accounts or have the Accounts selected before this option shows up. My default opening screen is my Portfolio View and when in that view, QIF IS NOT AN OPTION Under File>Import. No wonder I was frustrated and confused.

And it's also no wonder people get easily messed up and confused when getting help from people who KNOW what is going on. I know I have helped people with things and often times I assume they know this or know that, and that is where the disconnect comes in - IN SPADES!. It's LITTLE things like that which makes what some people take for granted into nightmares for people that don't understand ALL the working of a particular program. Anyway, after learning a few things this week and looking and re-reading Mike B.'s instructions, it became a little clearer to me and what Mike B. said seems to be working. THANKS again Mike! I really do appreciate you help.

Right now I'm in the process of cleaning up some of the entries/accounts that seem to have got hosed up in the export/import process and I still have a few problems. I still have a glitch in the One Step Update concerning Scottrade, and I'll be trying to get through that today. But for now, the Bill Pay thing is gone so we can "run the flag up" on that issue! I'll post back here with my other glitches if I can't work through them. I've been at this so long and hard that I think I'm actually starting to slightly (only slightly) understand this huge program called Quicken!

It has been one helluva frustrating few weeks!

One lesson I have learned - I make routine backups of my entire primary hard drive (C:) once a month and have been doing so for many years. I also make periodic backups of my data files for ALL my programs that are on other drives in my system (obviously this includes my Quicken files). From now on, I will make a backup of my Quicken files every week and I'll archive them for at least 6 months. That way, if I ever get into a jam like this again, I will not have to reconstruct or try to reconstruct a couple months of transactions with 20+ Accounts which amounts to one ton of transactions!

Best regards... Gunner

Reply to
Gunner

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