Enter the password again to confirm it.Now, select the financial institution for which you want to enter a password. Make sure that you enter the password that you use whenever you connect to this financial institution.Once you've created a password for the Vault, Quicken opens the Edit Password Vault.Now, enter a phone number for the payee. You must enter a phone number so that the processor can reach the payee (on your behalf) if there is a problem. Don't forget to enter the area code!.Next, add an account number for this payee. This should be the account number that the payee uses to identify you. It might be an actual account number, but it also could be a loan number or insurance policy number. Make sure you enter this information correctly because otherwise your payment might not be credited to your account.The name and account number combination must also be unique. For each payee that you enter, the combination of the name and description must be unique from other payees. Quicken stores this information in the Online Payee List. You can add all your payees at once or add them as you need to. Set up Online Payees If you want to send an online payment, you must provide information to Quicken about the person or business that you're sending money to.
You can use Direct Connect in Quicken even if you already have a login to your financial institution's web site.Please note that your financial institution may require a monthly fee to use Direct Connect.Quicken remembers your login information for you.The transactions that you download from your financial institution are automatically matched with transactions in your register. New transactions are entered into your register for you.You get two way communication with your financial institution. Not only can you download transactions and get account balances, you can also pay bills, transfer money, etc.You can use One Step Update to get updates on multiple accounts during one session.You don't need to login in to your financial institution's web site. Everything is done from within Quicken.Listed below are the features of Direct Connect. These are the features that you will receive if you do your online banking through Quicken and Direct Connect. The first method, of course, is Direct Connect. Download Online Transactions with Direct Connect Direct Connect is simply one of two services that financial institutions use in coordination with Quicken to update your transactions and balances. When you use online banking, Quicken will select the method that your financial institution accepts as well as the best available method.
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