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- In Quicken, choose Window > Payees. Add the payee as explained in Manage Payee.
- Provide the following additional information:
- Address. Enter the mailing address of the payee. For individuals and smaller billers, the amount may be paid by a paper check, so a correct address is very important.
- Account Number. Enter any account number that is associated with the payee. Check your paper statement or biller’s website to verify the correct account number. If you do not have an account number for the the payee (for example when making a one-time payment or an paying an individual), enter a telephone number or a memo for reference.
- Description. This field is optional. However, it is useful if you need to create two Online Payees with the same name. For example, #1 Payee Name: Midwest Wireless; Description: My Phone and #2 Payee Name: Midwest Wireless; Description: Spouse’s Phone. In this scenario, payments for both payees will be sent to Midwest Wireless. However, they will be listed in the register and payee list as Midwest Wireless (My Phone) and Midwest Wireless (Spouse’s Phone).
- Click Done.
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- Enter the desired payee name in the Payee field.
- Before exiting the Payee field, choose Add new Online Payee… from the autocomplete menu that appears below. You’ll be prompted to complete the required Online Payee information.
- Complete the form and click Done. The Online Payee will be saved in your Payee List.
- Add other details for the Bill Pay transaction as explained in this topic.
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