Regions Help & Support

The first step is to enable your Quicken account for online payment. To set up online payment, go to your account register and click on the “Overview” tab. Then click on one of the online payment options under the Account Attributes section. The next step is to set up an online payee and create an online payment. 

Set Up an Online Payee 

An online payee can be any business, organization, or individual to whom you make a payment. You only need to an online payee to the Online Payee List once because all accounts in a Quicken file share the same list. Note: If you are enrolled in Regions Online Banking, you can automatically download all of your payees into Quicken.

1. Select “Online Center” from the  Online menu.

2. Choose “Regions Bank Direct Connect” from the list box next to the logo on the left side of the window. 

3. Click on “Payees” in the upper left area of the Online Center. 

4. Select “New” in the top left area of the Online Payees window. 

5. In the Set-Up Online Payee window, enter the payee’s name and address. 

6. Enter the account number the payee uses to identify you. If you do not have an account number, use your policy number or your name. 

7. Select “OK” review the information for accuracy and select “Accept.” To edit, select “Cancel” and make any necessary changes.

Create an Online Payment 

Once you've created an online payee, follow these easy steps to create an online payment. 

1. Select “Online Center” From the Online menu,. 

2. Choose “Regions Bank Direct Connect” from the list next to the logo on the left side of the window. 

3. Select “Payments,” fill in the fields for the payment list you want to make.

4. Fill in the fields for the payment that you want to make and select “Enter.”

5. Select “Update/Send,” and Quicken will display the Online Update For This Account window. Check marks indicate payment(s) to be sent. If you do not want to send a payment, click on it to remove the check mark.

6. Enter the password in the Passwords box and select “Update Now.”