Tuesday, July 1, 2014

Cannot Delete an Online Payment or Payee

In some cases, Quicken will give you an error when you try to delete online payees or payments within the software. This can happen if the payment or payee you want to delete has already been deleted from your financial institution's server.
It is important to contact your financial institution to verify the payment information in Quicken matches what is on the financial institution server. If the information does not agree, you are likely to miss payments or send duplicate payments.

Deleting one time online payments

  1. Open the account register the payment is in.
  2. Click to select the payment you want to delete.
  3. At the top of the register, click Delete.
  4. At the Delete Current Transaction prompt, click Yes.
  5. Quicken displays a message, "This is an online payment that is due on [payment date]. To delete it, choose Edit menu > Transaction > Cancel Payment, then send it from the Online Center. (The exact wording of this message may vary).
  6. When you see the message described above, press and hold the CTRL key and click OK.
  7. Quicken displays a message, "Do you want to delete the transaction anyway?" (The exact wording of this message may vary). Click Yes.

Notes

Contact your financial institution to verify that the payment information on the financial institution server matches what is in Quicken. If the payment information does not match, you may miss payments or make duplicate payments.
Delete Recurring or Repeating Online Payments
  1. Choose Tools menu >Bill and Income Reminders List and then select the Repeating Online tab.
  2. Click to select the repeating payment you want to delete.
  3. Press and hold the CTRL key and click Delete at the top of the scheduled transaction list.
  4. Quicken displays a message, "This will delete your payment instructions from Quicken. It will not send instructions to the payment center to stop making the payments. You should only use this on the advice of Quicken Technical Support." (The exact wording of this message may vary). Click OK.

Notes

Contact your financial institution to verify that the payment information on the financial institution server matches what is in Quicken. If the payment information does not match, you may miss payments or make duplicate payments.
Delete Online Payees
  1. Open the Online Payee list in Quicken.
  2. Select the payee you want to delete, press the CTRL key and click Delete.
  3. Click Yes or click OK to the confirmation prompt.

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