[Catherine Krein]

I forgot to mention that I work remotely and the client lives 3 hours away.

[Catherine Krein]

Good Evening,

I have a new client who has hired me to pay bills, track spending and payoff debt. The client would like to set up a separate bank account in which funds would be deposited every month in order for me to pay the bills . However; the client is not comfortable providing me with any username and passwords for any of the vendors in order for me to set up Payee’s in the new bank account. How can I pay the client’s bills if the client has only provided me with amounts, vendor names and some due dates??? Even if I use Quicken to link to their existing bank account, I would still need a username and password. Maybe I’m missing something. Appreciate all of your feedback.

Danielle
Bills & Budgets

[Catherine Krein]

Thanks a lot Tracey! This is very helpful!

[Catherine Krein]

Thank you Thomas! This is very helpful!

[Catherine Krein]

Thanks a lot Cari! I just purchased Quicken Deluxe today for my clients and I already have Quickbooks Online for my DMM business.

[Catherine Krein]

Thank you Patricia! This certainly does help. My clients want mainly Budgeting and Bill Pay services. However, Bill Pay can usually be set up via the clients checking/savings account for free. I haven’t called Quicken yet, but I’m sure that in the future if I wanted to use the Bill Pay or Investment features that Premier offers, it should be nothing more than a simple upgrade.

[Catherine Krein]

Thank you Roxanne! I will certainly consider this.

[Catherine Krein]

Hi Todd,

Can you send me the same info for Hiscox? I can email you. Thanks!

[Catherine Krein]

I could not get the zip code search to work for me either.

[Catherine Krein]

Thank you!

[Author]

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