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Repeating tab of the Scheduled Bills & Deposits window, select the payment you want to stop and click Delete. Click Delete in the confirmation dialog that appears. The transaction is removed from the list. Then use the Update/Send button in the Online Center window to send the cancel payment instruction.
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If you have more than one account enabled for online account services via Direct Connect at the same financial institution, you can use the Transfers tab of the Online Center window, shown in Figure 6-8, to transfer money from one account to another. Enter the transfer information source account, destination account, and amount in the fields in the middle of the window. When you click Enter, the information is added to the list of transfers at the bottom of the window. Like payment instructions, you must send transfer instructions to your bank in order for the transaction to take place. Click the Update/Send button in the Online Center window to send the transfer instruction.
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Figure 6-8 Use the Transfers tab of the Online Center window to transfer funds from one account to another at the same financial institution.
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You can use the E-mail tab of the Online Center window to exchange e-mail messages with financial institutions for which you have enabled online account services via Direct Connect. Keep in mind that not all financial institutions support this feature. Also, remember that this communication is between you and your financial institution, not Intuit (makers of Quicken). It is intended primarily for exchanging information about your account, not technical support for using Quicken.
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In the E-mail tab of the Online Center window, click Create. If a Create dialog like the one shown next appears, use it to set general options for your e-mail message. If your message is about an online payment, choose the account from the Account drop-down list and select the payment from the Payments scrolling list.
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Quicken 2009 The Official Guide
When you click OK, a Message window appears. Use it to compose your e-mail message. When you click OK, the message is saved. It appears in the bottom half of the E-mail tab of the Online Center window, ready to be sent to your financial institution.
Exchanging E-mail Messages
Using e-mail is a lot like having a box at the post office. When you write a letter, you have to get it to the post office to send it to the recipient. When you receive a letter, you have to go to the post office and check your box to retrieve it. E-mail works the same way. Connecting is a lot like going to the post office to send and retrieve messages. In the Online Center window, click the Update/Send button. Quicken displays the Online Update window, which includes any e-mail messages you may have created that need to be sent. Enter your password and click the Update Now button. Then wait while Quicken establishes an Internet connection with your bank and exchanges e-mail.
Reading an E-mail Message
When your bank sends you an e-mail message, it appears in the E-mail tab of the Online Center window. To read the message, select it and click Read. The message appears in a message window. If desired, you can click the Print button to print the message for future reference.
WebEntry
Quicken s WebEntry feature enables you to enter transactions for your Quicken accounts via the Web. You use a Web browser to navigate to a specific Web page on the Quicken.com site, enter your user ID and password if prompted, and enter transactions. Then, when you re back at your desk with Quicken running, you can use the One Step Update command to download transactions stored on the Web into your Quicken data file. You must register Quicken before you use this feature. Registering Quicken sets up a Quicken.com account for you to store your transaction information.
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