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Lane
Lane, JD, CFP, MBA, CRPS
Category: Financial Software
Satisfied Customers: 11835
Experience:  Highly experienced in professional tax products, Microsoft Office - power Excell user - as well as Windows, Linux & iOS operating systems.
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I CHANGED BANK ACCOUNTS ON JANUARY 4TH. i HAVE OUTSTANDING

Customer Question

i CHANGED BANK ACCOUNTS ON JANUARY 4TH. i HAVE OUTSTANDING INVOICES "TO BE PAID" STILL PENDING PAYMENT. iF i UPDATE THE BANKING INFO ON QUICKBOOKS TO MY NEW ACCOUNT INFORMATION, WILL ALL OF MY OUTSTANDING BILLS TO BE PAID BE PAID OUT OF MY NEW BANK ACCOUNT.
mY BOOKKEEPER/GIRLFRIEND IS ABOUT TO LEAVE ME OVER THIS. WHATS MY BEST MOVE....
Submitted: 1 year ago.
Category: Financial Software
Expert:  Lane replied 1 year ago.

Hi,

No you can simply add an account ... You don't have to take one out to add another

...

  1. Click on Accounts on the top left side of Quicken, then click on Add Accounts down at the bottom.
  2. Choose the type of account you wish to add (such as Checking or Saving), then click Next.
  3. Pick your financial institution by searching for it or by selecting it from the list below the search box.
  4. Log into your bank by adding your user name and password. You can choose to have Quicken save your password ***** you'd like.
    Note: If your bank is not on the list or prefer not to download (manually add your account), click on Advanced Setup at the bottom of this screen and follow through the prompts. If you decide to take the route, you will not need to continue with the steps below.
  5. Click the Connect button to download your transactions into Quicken.
  6. Once complete, you can either go directly into Quicken to see these transactions, or repeat the steps above to add more accounts, such as property or investing accounts.
Expert:  Lane replied 1 year ago.

Now, if you ARE using quicken billpay and you want to CHANGE the payment account...

...

  1. og on to the Quicken Bill Pay Web site (www.quickenbillpay.com) using your Quicken Bill Pay Customer ID and PIN.
  2. Select Payment Accounts and click Add Payment Account.
  3. Enter the requested information. Make sure to enter both your account number and routing number twice. Also remember to check the I give authorization box at the bottom of the page
  4. Repeat these steps for all the accounts you want to use with Quicken Bill Pay.
Expert:  Lane replied 1 year ago.

To remove an account from Quicken Bill Pay:

  1. Log in to the Quicken Bill Pay Web site with your user ID and password.
  2. Click the Payment Accounts tab.
  3. Click Delete next to the account you would like to remove.
  4. Click OK to confirm that you want to delete the account.

Once you have deleted your funding account on the website, you need to deactivate it in the software. Please note deactivating the service in the software does not cancel your service.

  1. Open your Quicken Software.

  2. Go into the register of the account you wish to deactivate.

  3. Click on the Overview tab at the top of your register.

  4. Once you are in Overview, click the Change Online Services button.

  5. In the Online Payment area of this window it will indicate that Quicken Bill Pay is Activated. Choose the option to Deactivate the online payment.

  6. Follow any prompts to continue with the deactivation. Please read the messages carefully as you may be required to make changes to your register to deactivate.

Expert:  Lane replied 1 year ago.

And here's the information on both setting muktiple accounts AND changing the payment account.

...

You can make payments from up to 10 accounts at one or more financial institutions at no additional cost.

  1. Go to www.quickenbillpay.com and log in to your account. Click the Payment Accounts tab, and click Add Payment Account.
  2. Follow the on-screen instructions to complete the process.

You can pay bills from most accounts immediately after adding them. In some cases there may be a delay while Quicken Bill Pay verifies the account information.

Note: You need to activate online services within Quicken if you want to make payments from within Quicken.

The monthly service fee is deducted from the account marked Primary on the Payment Accounts tab

...

...

Expert:  Lane replied 1 year ago.

And finally ... Changing the payment account

...

The first checking account in Quicken that you set up for Quicken Bill Pay is the one from which the monthly service charge is withdrawn. However, if you have set up several checking accounts in Quicken to use Quicken Bill Pay, you can pay the monthly service charge from one of the other accounts instead.

  1. Log in to the Quicken Bill Pay Web site. You will need your user ID and password.
  2. Click the Payment Accounts tab.
  3. The Primary account is the account that the Quicken Bill Pay fee is currently scheduled to be drawn from. You can change that account in this screen..
Expert:  Lane replied 1 year ago.

Hope this has helped...Let me know if you have questions.
...
If this HAS helped, (and you don’t have additional questions on this), I'd really appreciate your positive rating … (by using the stars on your screen) … … That’s the only way I'll be credited a portion of what you've paid JustAnswer.
...
Thank you,
Lane

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