quicken bill pay payee and category not merging with Quicken for Mac 2017 checking account register

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tried phone support- NO ONE takes responsibility!!! Payee and Category for items paid by Quicken Bill pay do not show up in Quicken for Mac 2017. I KNOW that Bank cannot/will not do this, but no one will say how to get Quicken Bill Pay to show the checks it writes into Quicken for Mac register. Really? Isn't that why anyone would pay to have Quicken Bill pay rather than free bill pay or e-pay ?????
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Deb Turski

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  • EXTREMELY FRUSTRATED. ANGRY that Quicken is so unresponsive

Posted 7 months ago

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Jeff Jones

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Hi Deb,

I just finished setting up QM 2107 for Quicken Billpay and was not happy to see they now withdraw the funds when the payment is set up and NOT when it is delivered as with Quicken Mac 2007. I have gone through a three month process of getting this up and running while I keep 2007 going at the same time. The ONLY reason I bothered with Quicken BillPay is because it allowed you to sync the withdrawal with the payment. Unless they change this, and it doesn't look like they will, I'll just go with my bank's Direct Connect Bill Pay. I'm sure they're phasing out support for 2007 very soon.

I hate it when a company just doesn't get it. Being able to pay bills within Quicken can be accomplished in another way.

Jeff
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thecreator, SuperUser

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Hi @ Deb Turski and Jeff Jones ,

Has any of you looked at Banks, such as PNC Bank which offers Free Bill Pay for Customers using the latest Quicken for Mac products. The Direct Connect Connection is also Free for Customers that qualify.

If interested, costs nothing to find out: 
1-888-PNC-BANK (1-888-762-2265)
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Jeff Jones

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Hello @ thecreator,

My bank supports this and it's free. Do you know how well it integrates with Quicken Mac 2017 Direct Connect?

If I use my bank's website to pay bills, I get the lead time. If I try using Quicken BillPay with the QM 2017, it wants to set the debit date as the date the payment is scheduled and not when it's paid as is currently true of QBP with my QM 2007.

I have to believe this is a bug an nothing else but as @ Deb Turski has pointed out, good luck getting anybody who knows about this from either Quicken or Metavante.

I had to show the Metavante person the web page that proved QM 2017 actually supported QBP! No kidding!

Any help would be appreciated. I'm thinking I'm just going to cancel QBP on the 2017 before they charge me.

Jeff
(Edited)
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thecreator, SuperUser

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Hi @ Jeff Jones ,

I don't know. I'm Windows and do use PNC Bank and have a Direct Connect Connection.

You have not stated which Bank you are using.

Online Bill Pay is free for Qualifying Customers of PNC Bank. It is not Quicken Bill Pay, because I write up Checks, in Quicken Online Center and upload the checks to PNC Bank for Payment and all checks require a leeway of a certain number of days.

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Jeff Jones

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Hi @thecreator,

First of all, could you tell me how to tag people in this forum? I've tried the @ symbol directly before and with a space and I can't get it to show it's tagged.

Second, thanks for your follow-up.

I'm with Regions Bank and they DO support Direct Connect, don't charge a fee and DON'T debit you when you create a transaction.

I chatted with a Quicken Support person today and he told me I needed to uninstall and reinstall. After I made him swear he wasn't just saying that to get rid of me (LOL, but seriously) he said the Metavante (Quicken Bill Pay) system SHOULD not debit until payment is made.

I'll try his suggestion and will hope for the best. If it doesn't fix it, I'll just cancel my new 2017 account and get set up with Direct Connect.

Jeff
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thecreator, SuperUser

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Hi @ Jeff Jones ,

The Mention Tag that you and I and others may used, are just added manually. It has no function, for the most part.

See this Thread on Get Satisfaction Forum:  https://getsatisfaction.com/getsatisfaction/topics/tagging_community_members_to_link_to_their_profil...


Now, if you are having problems with Quicken 2017 for Mac and you like Mac over Windows, consider running Parallels on the Mac Computer and installing Windows in Parallels to install the Windows Version. Just a thought.
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Jeff Jones

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Hi @thecreator ,

This is what I've been doing and the @name does not give me a list to choose from. And as you can see, it's not tagged. Hmmmm...

I'm staying on mac because I've used both and prefer it. Thanks for your suggestion anyway. I just finished speaking with somebody from Quicken Bill Pay and she dialed me right in!

Even though the are not the software arm of this, people like Tomika I talked to see learning how they work together as important to creating brand loyalty. Smart girl.

Bottom line: the payment pays when scheduled to pay and THAT is when the bank account is debited and not the day you create it like the mac 2017 software currently shows.

She's gotten a LOT of calls about that and we believe it's just a bug that will be fixed as she said QBP has passed it along to the software part.

Good for them!

Now, If I can only get it to stop replacing downloaded payments by filling in personal check numbers from history because the payment amount matches. I think I'll start paying the guy who cuts my hair a dollar more just so I don't have match-LOL!

I understand the software also has a Reject Matching feature which seems to have fixed it for now. I'll just have to review more transactions. As soon as I turned that on the  correct payee and transaction showed up

Jeff
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QPW

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@Jeff Jones
"This is what I've been doing and the @name does not give me a list to choose from. And as you can see, it's not tagged. Hmmmm..."

If you go to one of the person's comments and select and copy their name/tag, and then past that into your comment you will get a link to their profile.  That is what I just did for your name above.
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QPW

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P.S. I just typed the @ and then pasted your name/link.
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Jeff Jones

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QPW

Checking to see if this works. I've never seen forum software that works like this.

Thanks for your help.

Jeff

Looks like the link goes to the GetSatisfaction home page. Oh well.
(Edited)
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QPW

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Well just to let you know, it goes to the home page for everyone.  So other than "looking pretty" it doesn't do anything.
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QPW

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P.S.  The reason I tend to do this is because I'm lazy to type the name (actually more like, I like that I won't type it wrong).