Money 5.0: Converting CheckFree Bill Payment to New Settings
  
PSS ID Number: Q169067
Article last modified on 09-23-1997
 
5.00
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money, version 5.0 for Windows 95
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SUMMARY
=======
 
If you are currently using CheckFree as your Online Bill Payment service
provider with Microsoft Money 5.0, you must make changes to your current
Money data file.
 
By following the steps below you will have access to the latest service
features. The most important change is that you will now be able to
schedule payments to be made by CheckFree AUTOMATICALLY at set intervals.
In Money 5.0, this is referred to as Automatic Payments (Apays). This is a
great way to handle regular recurring payments that do not vary in amount
such as mortgages and loans.
 
MORE INFORMATION
================
 
IMPORTANT: Before you begin the enhancement steps, you must
stop all pending payments in Money and transmit these instructions
to CheckFree. After the completion of the enhancement procedure, you
will no longer be able to stop or inquire about any of the payments
sent prior to this change.
 
To upgrade your CheckFree Service, you need to disable your current Online
Bill Payment settings in Money and then re-enable Online Bill Payment.
Follow the steps listed below to disable your current settings:
 
To Disable the Current Settings
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1. Start Money.
 
2. Click Go To and then click Home Banking.
 
3. On the Accounts tab, click Select Online Service.
 
4. Proceed through the Setup Wizard. Click Next until the
   wizard asks you to select the account you want to set up for Online
   Services.
 
5. Select the account enabled for Online Bill Payment with
   CheckFree and click Next.
 
6. Click to clear the check box next to Online Bill Payment and click Next.
 
7. Click Yes to the following warning. This will disable Online Bill
   Payment services for this account.
 
      You have indicated that you would like to turn off Online
      Bill Payment for this account. If you continue, all Electronic
      Payments in the account will be converted to regular Payments.
      You also won't be able to make inquiries on or cancel any
      Electronic Payments you've sent from this account. Do you want
      to continue?
 
8. Continue through the Setup Wizard to completion.
 
9. Quit Money.
 
To Re-enable Online Bill Payment
--------------------------------
 
To Re-enable Online Bill Payment, follow the steps below:
 
1. Start Money.
 
2. Click Go To and click Home Banking.
 
3. On the Accounts tab, click Select Online Service.
 
4. When the Setup Wizard prompts you to connect to Microsoft to collect
   the new enhanced information, click Connect.
 
5. When the call is complete, select CheckFree Bill Payment from the
   list and click Next.
 
6. Continue through the Setup Wizard to the screen which requests
   information about you. Enter the requested information and continue
   through the wizard to completion.
 
7. When you make your first call, you will need the Personal Identification
   Number (PIN) provided by CheckFree Services Reference Guide. Money
   requires you to change this PIN prior to your first call.
 
   NOTE: You can change your PIN anytime in the Call Online Services dialog
   Box in Money.
 
As part of this service enhancement your service center will change from
a processing center located in Ohio to a center located in the suburbs of
Chicago.
 
For support on this enhancement process, you must contact CheckFree
Services. You can find the phone number on the Contact Information tab in
the Home Banking area.
 
For additional information, please see the following articles in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q149224
   TITLE     : Money: What Is an Apay and How to Enter One
 
   ARTICLE-ID: Q142768
   TITLE     : Money: How to Cancel Apays, Epays, and Send Bank Letter
 
Additional query words: w_money Intuit Service Center merger switch
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Keywords          : kbonline 
Version           : 5.00
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.