Getting Started with Transaction Download and

Online Bill Payment in Quicken 2004

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:

Creating a New Quicken Account, page 2—Explains how to use Express Setup to create a new Quicken account for downloading transactions and paying bills online.

Keeping your Quicken Accounts Up-to-Date, page 3—Explains how to download transactions or make payments with accounts that you have activated for online account services.

Using Online Bill Payment, page 4—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, to complete setting up your Quicken accounts for transaction download or online bill payment services you will need to enter a Customer ID and PIN. 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)]

This guide will show you how to setup and download your accounts. For step-by-step help with an online task, choose Learn About Downloading Transactions from the Quicken Help menu.

 

To get the latest directory of participating financial institutions and program updates click Update on your Quicken toolbar.  In the dialog, click Update Now, Quicken will automatically check for available updates.  When this download process is complete, exit and restart Quicken.

 
 
Important:  First, get the latest program updates!

 

Creating a New Quicken Account (Using Express Setup)

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 1                                              Enter Denver Community FCU in the financial institution selection dialog and click Next.

Step 2                                              During the next 3 dialogs you will,
1 - select the account type (e.g. checking, savings, credit card)
2 - name the account
3 - choose Online setup

Step 3                                              The next dialog will ask for your Customer ID and PIN, enter this information. If you’re unsure about which ID/PIN to use, see the information under “Need a Customer ID and PIN?” to the right in this dialog.  Read the notes below, and then follow the onscreen instructions to complete online setup.
 
Important Notes: Please be sure to enter the specific account type with your ID # [e.g. 59487 S75 (default checking account)]


Keeping your Quicken Accounts Up-to-Date

 

Step 1                                              To download transactions or to send online payments directly from your account register, click Download Transactions located at the bottom of your account register.

Step 2                                              Follow the on-screen instructions to complete downloading transactions.

Download or create a new Online Payment from the online toolbar in your Account register
 
 

 

 

 

 

 


Updating Accounts from the Online Center 

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

Easy Access: From the Online menu, select Online Center.

 

 

 

 

 


Click the Transactions tab to view downloaded transactions
 

Select the Financial Institution to manage and update accounts

 
 


 

 

 

 

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          Click Make an Online Payment from the online toolbar
(See previous section - Keeping your Quicken Accounts Up-To-Date)

Step 2                                              Click Payees in the Online Center. (See illustration on next page.)

Step 3                                              Select the New button in the top left area of the Online Payees Window.

Step 4                                              In the Set Up Online Payee window, enter the payee’s name and address.

Step 5                                              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 6                                              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          Click Make an Online Payment from the online toolbar
(See previous section - Keeping your Quicken Accounts Up-To-Date)

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 Online Update for this account 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                                              Enter your PIN and click Update Now.

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