Getting Started with Transaction Download and

Online Bill Payment in QuickenÒ Windows 2003

Refer to this guide for instructions on using Quicken’s online account services to save time and automatically keep your records up to date.

 

This guide includes the following sections:

§         Information You’ll Need to Get Started, page 1—Explains the information you will need to have before downloading transactions with Quicken.

§         Install the Latest Quicken 2003 Update, page 2

§         Creating a New Quicken Account, page 2—Explains how to create a new Quicken account for downloading transactions.

§         Activating a Quicken Account for Transaction Download, page 4—Explains how to activate online account services for a Quicken account.

§         Keeping your Quicken Accounts Up-to-Date, page 5—Explains how to download transactions to or make payments from accounts that you have activated for online account services.

§         Changing Online Account Services, page 6—Explains how to add a new service to an online account, change a service, or deactivate a service.

§         Using Online Bill Payment, page 6—Describes how to set up an online payee and create an online payment.

Information You’ll Need to Get Started

To download your transactions with Quicken, you must have Internet access. In addition, before you can set up your Quicken accounts to use transaction download or online bill payment services, you will need to contact your financial institution for the following information:

§         Customer ID

§         Personal Identification Number (PIN) or password

NOTE: Your Quicken Customer ID / PIN is the same as you use to log in to Denver Community Home Banking site.  Please be sure to enter the specific account type with your ID # [e.g. 59487-S75 (default checking account)]

When you have received the necessary information, this guide will show you how to activate your accounts for online services. For step-by-step help with an online task, choose Learn About Downloading Transactions from the Quicken Help menu.

 

Install the Latest Quicken 2003 Update

 

Follow the steps in this section to determine if a Quicken update is available and to download the update if it is available.

 

1.Step 1    From the Quicken Online menu, choose One Step Update.

2.Step 2    Uncheck all options in the One Step Update dialog box and click Update Now.

3.Step 3    If an update is available, apply it now.

4.Step 4    Exit and restart Quicken.

 

For more information about Quicken updates, refer to http://www.intuit.com/support/quicken/updates.

 

 

Creating a New Quicken Account

Skip this section if the account that you want to activate for online services is already in your Quicken data file.

Step 1                                              From the Account Bar, click Cash Flow Center.

 

Step 2                                              In the Cash Flow Center, click the My Data tab and then click Add Account.

Step 3                                              Follow the on-screen instructions to create a new account.

Important: When you see the dialog box asking for your customer ID and PIN, enter this information if you have it. If you don’t have this information, click Sign Up Now. When you receive your customer ID and PIN, follow the instructions in the “Activating a Quicken Account for Transaction Download” section on page 4.

Step 4                                              If you have more than one account at this financial institution, specify how Quicken should handle each of the online accounts that it detects: select an account from the account list, click the desired radio button, and then perform additional actions, if needed, as explained below. (Skip this step if you have only one account at this financial institution.)

Repeat this step for each account.

Click an account in this list to select the account . . .
 

. . . then click the desired radio button
 

 

§         To match the selected online account to an existing Quicken account, click the Match to this Quicken account radio button, and then choose the desired Quicken account from the drop-down list. The Quicken account name you choose appears next to the selected online account. When you download information from this online account, Quicken stores that information in the Quicken account you selected.

§         To match the selected online account to a new Quicken account, click the Add a new account in Quicken radio button, type a name for the new Quicken account, and then click Accept. The new Quicken account name appears next to the selected online account. When you download information from this online account, Quicken stores that information in the new Quicken account you added.

§         To ignore the selected online account, click the Do not use this account in Quicken radio button. “Ignored” appears next to the selected online account. Quicken will not download transactions from this online account.

Step 5                                              Click Next when you have specified how Quicken should handle each online account.

Step 6                                              Click Done and then follow the online instructions to complete activating accounts.

Congratulations. You have now activated online account services for this account. For instructions on downloading account information on an on-going basis, see the “Keeping Your Quicken Accounts Up-to-Date” section on page 5.

Activating a Quicken Account for Transaction Download

Follow these instructions if you have already created a Quicken account and want to activate the account for transaction download.

Step 1                                              Display the register for the account that you want to activate for transaction download or online bill payment.

Step 2                                              In the Online Account Activation bar, click Set Up Now.

Step 3                                              In the Online Account Activation dialog box, enter your customer ID and PIN and then click Next. (If you do not have your customer ID and PIN, click Sign Up Now and follow the on-screen instructions.)

Step 4                                              If you have more than one account at this financial institution, specify how Quicken should handle each of the online accounts that it detects: select an account from the account list, click the desired radio button, and then perform additional actions, if needed, as explained below.

Repeat this step for each account.

Click an account in this list to select the account . . .
 

. . . then click the desired radio button
 

 

§         To match the selected online account to an existing Quicken account, click the Match to this Quicken account radio button, and then choose the desired Quicken account from the drop-down list. The Quicken account name you choose appears next to the selected online account. When you download information from this online account, Quicken stores that information in the Quicken account you selected.

§         To match the selected online account to a new Quicken account, click the Add a new account in Quicken radio button, type a name for the new Quicken account, and then click Accept. The new Quicken account name appears next to the selected online account. When you download information from this online account, Quicken stores that information in the new Quicken account you added.

§         To ignore the selected online account, click the Do not use this account in Quicken radio button. “Ignored” appears next to the selected online account. Quicken will not download transactions from this online account.

Step 5                                              Click Next when you have specified how Quicken should handle each online account.

Step 6                                              Click Done and then follow the online instructions to complete activating accounts.

Keeping your Quicken Accounts Up-to-Date

The Online Center let you easily download transactions to or make payments from the accounts that you have activated for online account services.

Step 1                                              From the Online menu, select Online Center.

Step 2                                              Choose your financial institution from the Financial Institution list box.

Step 3                                              If you have more than one account, select the appropriate account from the account field under the Transactions tab.

Step 4                                              Click Update/Send.

Step 5                                              Follow the on-screen instructions to complete downloading transactions.

 

TIP: To download transactions to or pay bills from more than one account, click Update on your Quicken toolbar.
 

Changing Online Account Services

Follow these steps to activate a new service for an account, change an existing service, or deactivate a service.

Step 1                                              Display the register for the account that you want to set up and then click the Overview tab.

Step 2                                              Click Change Online Services.

Step 3                                              Follow the on-screen instructions to activate or deactivate Transaction Download or Online Payment.

Using Online Bill Payment

Sending online payments with Quicken is a fast and easy way to pay your bills. It requires two steps: setting up an online payee and creating an online payment.

Set Up an Online Payee

An online payee can be any business, organization, or individual to whom you make payments. You have to add each online payee to the Online Payee List only once; all Quicken accounts share this list.

Step 1                                              From the Online menu, choose Online Center and then click the Payments tab.

Step 2                                              Choose your financial institution from the Financial Institution list box.

Step 3                                              Click Payees in the Online Center. (See illustration on next page.)

Step 4                                              Select the New button in the top left area of the Online Payees Window.

Step 5                                              In the Set-Up Online Payee window, enter the payee’s name and address.

Step 6                                              Enter the account number that the payee uses to identify you. If you don’t have an account number, use your policy number or your name.

Step 7                                              Click OK. Review the information for accuracy and click Accept.

To edit, click Cancel and make any necessary changes.

Create an Online Payment

After you create an online payee, you are ready to create an online payment.

Step 1                                              From the Online menu, choose Online Center and then click the Payments tab.

Step 2                                              Fill in the fields for the payment that you want to make and click Enter.

Step 3                                              Click Update/Send.

Quicken displays the Instructions to Send window. Check marks indicate payments to be sent. If you do not want to send a payment, click the payment to remove the check mark.

Step 4                                              Click Send.

The Change Assigned PIN window may appear. (For additional security, the Intuit Online Payment service requires you to change your assigned PIN the first time you use it.)

Step 5                                              Enter your PIN and click OK.

You will connect to the Internet and your payment instructions will be sent.