Setting Up for Online Account Transfers and Statements

As with online bill payment, you need to tell your account program if you want to use online account transfers and online statements. To do this with Quicken, follow these steps:

1. Display the account’s register, and click the Overview tab.

Click the account’s hyperlink in the Banking area to open that account’s register.

2. Click the Available, Not Enabled hyperlink next to Online Bill Payment.

Quicken asks you to connect to the Internet (if you are not already connected), and information about your bank is downloaded into Quicken. Next, you see the Select Financial Institution dialog box.

3. Identify the bank.

If you’ve selected a financial institution that Quicken recognizes, Quicken displays the setup page for that institution. If you haven’t selected a financial institution that Quicken recognizes, Quicken displays a list of participating institutions. Click a hyperlink to see the online services offered at an institution.

4. Apply for online banking.

Related posts:

1. Setting Up for Online Account Transfers and Statements Part (2) After you’ve selected an institution, click the Tell Me More...
2. Setting Up an Account for Online Bill Payment The steps you take to set up an account for...
3. Using Online Account Transfers and Statements Part (3) 4. Send your account instructions. Click Send. Quicken connects to...
4. Using Online Account Transfers and Statements Once you’ve set up an account for online account transfers...
5. Using Online Account Transfers and Statements Part (5) In the next dialog box, click the E-Mail about Online...

Account, Online, Setting Up, Statements, Transfers