change acct # for online payee?
in [Quicken]
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From: DotCom2 on 14 Jun 2010 16:21 I had an online payment set up to be paid to Lexus Financial on June 28th. I received a letter from Lexus saying that out account number had changed and to make necessary adjustments so I went into online payees and clicked on Edit but it said I could not edit a payment that has already been scheduled for payment. Soooo I cancelled that payment and went online and it did indeed cancel it. But now I able to go to Edit the payee but I can only edit the Address field. I want to edit the account number sections but I can't! It's grayed out so how would I go about changing the account number for an already established payee? Thank you!
From: John Pollard on 14 Jun 2010 17:06 DotCom2 wrote: > I had an online payment set up to be paid to Lexus Financial on June > 28th. I received a letter from Lexus saying that out account number had > changed and to make necessary adjustments so I went into online > payees and clicked on Edit but it said I could not edit a payment > that has already been scheduled for payment. Soooo I cancelled that > payment and went online and it did indeed cancel it. But now I able > to go to Edit the payee but I can only edit the Address field. I > want to edit the account number sections but I can't! It's grayed > out so how would I go about changing the account number for an > already established payee? You can't change the account number of an online payee; you have to create a new online payee. http://quicken.intuit.com/support/articles/using-quicken/income-and-expenses/2903.html http://quicken.intuit.com/support/articles/using-quicken/income-and-expenses/5730.html -- John Pollard news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken Your source of user-to-user Quicken help
From: DotCom2 on 14 Jun 2010 17:46 Ok so then I went in and deleted that payee and cancelled the online payment I had set up for them. Now I go to set them up as a new payee again and it says that this payee has already been set up in Quicken and to give it a new name! How can I give it a new name since the name has to be "Lexus Financial Services"? I can't just name them something else! So now what to do ? "John Pollard" <8plus7isf(a)gmail.com> wrote in message news:hv65ji$edf$1(a)news.eternal-september.org... > DotCom2 wrote: >> I had an online payment set up to be paid to Lexus Financial on June >> 28th. I received a letter from Lexus saying that out account number had >> changed and to make necessary adjustments so I went into online >> payees and clicked on Edit but it said I could not edit a payment >> that has already been scheduled for payment. Soooo I cancelled that >> payment and went online and it did indeed cancel it. But now I able >> to go to Edit the payee but I can only edit the Address field. I >> want to edit the account number sections but I can't! It's grayed >> out so how would I go about changing the account number for an >> already established payee? > > You can't change the account number of an online payee; you have to create > a new online payee. > > http://quicken.intuit.com/support/articles/using-quicken/income-and-expenses/2903.html > > http://quicken.intuit.com/support/articles/using-quicken/income-and-expenses/5730.html > > > -- > > John Pollard > news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken > Your source of user-to-user Quicken help > >
From: John Pollard on 14 Jun 2010 18:00 DotCom2 wrote: > Ok so then I went in and deleted that payee and cancelled the online > payment I had set up for them. > Now I go to set them up as a new payee again and it says that this > payee has already been set up in Quicken and to give it a new name! How > can I give it a new name since the name has to be "Lexus > Financial Services"? I can't just name them something else! > So now what to do ? You need to use a new payee name. I believe you can give them a different name ... yet one still recognizable as their name. Say, for example, "Lexus Financial Services, Inc." Or even "Lexus Financial Services 2". I have done this in the past. They'll be happy to cash the check (or accept the EFT), regardless. -- John Pollard news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken Your source of user-to-user Quicken help
From: DotCom2 on 14 Jun 2010 18:06
ok good idea, THANKS! "John Pollard" <8plus7isf(a)gmail.com> wrote in message news:hv68p6$apq$1(a)news.eternal-september.org... > DotCom2 wrote: >> Ok so then I went in and deleted that payee and cancelled the online >> payment I had set up for them. >> Now I go to set them up as a new payee again and it says that this >> payee has already been set up in Quicken and to give it a new name! How >> can I give it a new name since the name has to be "Lexus >> Financial Services"? I can't just name them something else! >> So now what to do ? > > You need to use a new payee name. > > I believe you can give them a different name ... yet one still > recognizable as their name. Say, for example, "Lexus Financial Services, > Inc." Or even "Lexus Financial Services 2". I have done this in the > past. They'll be happy to cash the check (or accept the EFT), regardless. > > -- > > John Pollard > news://<YOUR-NNTP-NEWSERVER-HERE>/alt.comp.software.financial.quicken > Your source of user-to-user Quicken help > > |