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Cannot permanently delete an online payee

 
 
majouz@yahoo.com
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      02-09-2005, 04:26 PM
A very frustrating feature in Quicken 2005. Maybe I'm doing something
wrong.

I cannot edit an online payee and change the account number. I had the
wrong account number on one of my credit cards. As Quicken does not
allow me to edit that account number in the online payee record I
logically had to delete it and re-add it. So far, so good.

After deleting the old online payee and starting to re-add it, Quicken
brings back the old record which I just deleted. I try to put a new
account number but Quicken complains that the payee already exists.

I have searched through many posts on Google without any luck. I did
multiple online updates with my bank and the problem still persists.
The suggestion of using Ctrl-Shift Delete to delete the online payee is
too late for me. I have already "deleted" it but it is still showing
up. Cleared all my memorized transactions, and everything else
suggested in Google.

Is this by any chance a bug in Quicken 2005?

The Intuit forums are pathetically useless in that regards.

M. Ajouz

 
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The Streets
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      02-09-2005, 05:02 PM

<> wrote in message
news: oups.com...
>A very frustrating feature in Quicken 2005. Maybe I'm doing something
> wrong.
>
> I cannot edit an online payee and change the account number. I had the
> wrong account number on one of my credit cards. As Quicken does not
> allow me to edit that account number in the online payee record I
> logically had to delete it and re-add it. So far, so good.
>
> After deleting the old online payee and starting to re-add it, Quicken
> brings back the old record which I just deleted. I try to put a new
> account number but Quicken complains that the payee already exists.
>
> I have searched through many posts on Google without any luck. I did
> multiple online updates with my bank and the problem still persists.
> The suggestion of using Ctrl-Shift Delete to delete the online payee is
> too late for me. I have already "deleted" it but it is still showing
> up. Cleared all my memorized transactions, and everything else
> suggested in Google.
>
> Is this by any chance a bug in Quicken 2005?
>
> The Intuit forums are pathetically useless in that regards.
>
> M. Ajouz


I've had the same experience when a CC account number changed.

What I did was put something in the "Description (Optional)" field
(I used "Updated", but anything should work). This results in a new
and non-duplicate record that Quicken is happy with.


 
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John Pollard
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      02-09-2005, 05:18 PM
wrote:
> A very frustrating feature in Quicken 2005. Maybe I'm doing
> something
> wrong.
>
> I cannot edit an online payee and change the account number. I
> had the
> wrong account number on one of my credit cards. As Quicken
> does not
> allow me to edit that account number in the online payee
> record I
> logically had to delete it and re-add it. So far, so good.
>
> After deleting the old online payee and starting to re-add it,
> Quicken
> brings back the old record which I just deleted. I try to put
> a new
> account number but Quicken complains that the payee already
> exists.
>
> I have searched through many posts on Google without any luck.
> I did
> multiple online updates with my bank and the problem still
> persists.
> The suggestion of using Ctrl-Shift Delete to delete the online
> payee
> is too late for me. I have already "deleted" it but it is
> still
> showing up. Cleared all my memorized transactions, and
> everything else
> suggested in Google.
>
> Is this by any chance a bug in Quicken 2005?


It's possible, but I don't think so; what you have said so far
is not enough to confirm it.

Here is how I think it works (I do not use online billpay;
anyone who has a better analysis/suggestion is encouraged to
post it).

1.) An online payee is not deleted until it is deleted from the
online billpayor's data base; what you do in Quicken *may*
ulitimately cause that to happen, but it is not automatic.

2.) I believe that in order to delete the payee from the online
billpayor's data base, you must *successfully* transmit the
delete request to the billpayor, and they must *successfully*
process it.

3.) I do not believe you can delete an online payee for whom an
outstanding payment exists; and perhaps not for a payee for whom
any scheduled repeating payment exists.

4.) If you believe you have successfully transmitted the delete
to your online billpayor, and you still can not reuse the payee
name, I suggest you call the online billpayor to see what their
records show.

I believe that in a pinch, you can create a new payee with a
minor, inconsequential, difference in name and use that instead
of the original payee.

And I even think I remember someone saying that you could put
something unique between curly brackets in an online payee name
and it would be used to cause the payee name to be unique, but
would not appear in checks. (This could be way off, I'm really
taxing my old memory cells on this one).

Intuit says that if you use Quicken billpay, you can have
multiple online payees with the same name, if they have
different account numbers; so I assume you do not use Quicken
billpay.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Jon Reinhardt
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      02-10-2005, 05:52 AM
This is a known bug in Q2005. It occurs when upgrading from a previous
version of Quicken. When you upgrade, payees that were deleted in a previous
version reappear in Quicken 2005 and since they have been deleted from the
institution, when you try to delete them the program gets a reply from the
institution that the account number is not valid and therefore Quicken will
not allow the payee to be deleted. I spent a lot of time with Quicken Tech
Support and they finally told me that this would be fixed in an update (but
it has not happened so far.)

"John Pollard" <> wrote in message
news:...
> wrote:
>> A very frustrating feature in Quicken 2005. Maybe I'm doing something
>> wrong.
>>
>> I cannot edit an online payee and change the account number. I had the
>> wrong account number on one of my credit cards. As Quicken does not
>> allow me to edit that account number in the online payee record I
>> logically had to delete it and re-add it. So far, so good.
>>
>> After deleting the old online payee and starting to re-add it, Quicken
>> brings back the old record which I just deleted. I try to put a new
>> account number but Quicken complains that the payee already exists.
>>
>> I have searched through many posts on Google without any luck. I did
>> multiple online updates with my bank and the problem still persists.
>> The suggestion of using Ctrl-Shift Delete to delete the online payee
>> is too late for me. I have already "deleted" it but it is still
>> showing up. Cleared all my memorized transactions, and everything else
>> suggested in Google.
>>
>> Is this by any chance a bug in Quicken 2005?

>
> It's possible, but I don't think so; what you have said so far is not
> enough to confirm it.
>
> Here is how I think it works (I do not use online billpay; anyone who has
> a better analysis/suggestion is encouraged to post it).
>
> 1.) An online payee is not deleted until it is deleted from the online
> billpayor's data base; what you do in Quicken *may* ulitimately cause that
> to happen, but it is not automatic.
>
> 2.) I believe that in order to delete the payee from the online
> billpayor's data base, you must *successfully* transmit the delete request
> to the billpayor, and they must *successfully* process it.
>
> 3.) I do not believe you can delete an online payee for whom an
> outstanding payment exists; and perhaps not for a payee for whom any
> scheduled repeating payment exists.
>
> 4.) If you believe you have successfully transmitted the delete to your
> online billpayor, and you still can not reuse the payee name, I suggest
> you call the online billpayor to see what their records show.
>
> I believe that in a pinch, you can create a new payee with a minor,
> inconsequential, difference in name and use that instead of the original
> payee.
>
> And I even think I remember someone saying that you could put something
> unique between curly brackets in an online payee name and it would be used
> to cause the payee name to be unique, but would not appear in checks.
> (This could be way off, I'm really taxing my old memory cells on this
> one).
>
> Intuit says that if you use Quicken billpay, you can have multiple online
> payees with the same name, if they have different account numbers; so I
> assume you do not use Quicken billpay.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



 
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John Pollard
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      02-10-2005, 02:32 PM
Jon Reinhardt wrote:
> This is a known bug in Q2005. It occurs when upgrading from a
> previous
> version of Quicken. When you upgrade, payees that were deleted
> in a
> previous version reappear in Quicken 2005 and since they have
> been
> deleted from the institution, when you try to delete them the
> program
> gets a reply from the institution that the account number is
> not
> valid and therefore Quicken will not allow the payee to be
> deleted. I
> spent a lot of time with Quicken Tech Support and they finally
> told
> me that this would be fixed in an update (but it has not
> happened so
> far.)


You say the bug relates to online payees deleted in a previous
version of Quicken: I understood the op to be saying the online
payee was deleted in Q2005. The op can clear this up.

(Do you remember what release of Q2005 was current when you
discussed the problem with Intuit?)

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


 
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Jon Reinhardt
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      02-10-2005, 02:59 PM
I talked with them before any updates. I am now current and the problem has
not been fixed. I updated from Q2002 and I am not sure if this is dependent
on which version you update from. But I would guess that the payee is one
that op had deleted in a previous version.

"John Pollard" <> wrote in message
news:...
> Jon Reinhardt wrote:
>> This is a known bug in Q2005. It occurs when upgrading from a previous
>> version of Quicken. When you upgrade, payees that were deleted in a
>> previous version reappear in Quicken 2005 and since they have been
>> deleted from the institution, when you try to delete them the program
>> gets a reply from the institution that the account number is not
>> valid and therefore Quicken will not allow the payee to be deleted. I
>> spent a lot of time with Quicken Tech Support and they finally told
>> me that this would be fixed in an update (but it has not happened so
>> far.)

>
> You say the bug relates to online payees deleted in a previous version of
> Quicken: I understood the op to be saying the online payee was deleted in
> Q2005. The op can clear this up.
>
> (Do you remember what release of Q2005 was current when you discussed the
> problem with Intuit?)
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



 
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John Pollard
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      02-10-2005, 04:28 PM
Jon Reinhardt wrote:
> I talked with them before any updates. I am now current and
> the
> problem has not been fixed.


Thanks, I was just trying to get a handle on
how-much-time/how-many-releases had passed since Intuit became
aware of the problem. I keep thinking another release is due,
perhaps they will get it fixed there.

> I updated from Q2002 and I am not sure if
> this is dependent on which version you update from. But I
> would guess
> that the payee is one that op had deleted in a previous
> version.


--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


 
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