Use Screenshare with Quicken Support

Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

On occasion, Quicken Support may ask to see your screen, in order to troubleshoot issues or assist you with using Quicken.  During screenshare, we're not able to control your computer or take any action on your computer system; we can only guide you to the right place on your screen.  

Before you begin: If you're using a dual monitor setup, we recommend that you switch to a single monitor before using screenshare.

Quicken for Windows

If you're using Chrome or Firefox 

  1. Go to the screenshare website. (https://www.quicken.com/support/screenshare)
  2. Enter the security key that the agent provides to you and click Share your screen.  Quicken support can now see your screen.
  3. To end the session, click Stop sharing your screen.

If you're not using Chrome or Firefox 

To screenshare, please follow the steps below with our support team:

  1. Download the screenshare app for your computer.
  2. If you are prompted with a security warning, click Run.  The file download may take a little time.  Windows 10 users, click "More Info" and "Run Anyway"
  1. On the screenshare installation window, click Install.
  1. A window will appear, prompting you for a security key.  Quicken support will provide you with this number.
  1. After you enter the security key, click Share your screen. Quicken support can now see your screen.
  2. To end the session, click Stop sharing your screen.

Quicken for Mac

OS X Yosemite (version 10.10 or newer only)

To screenshare, please follow the steps below with our support team:

  1. Download the QuickenUtility.dmg file, then double-click the file in your Downloads folder.
  2. A Quicken Utility window will appear, instructing you to drag the Quicken Utility icon to the Applications folder
  1. Drag the Quicken Utility icon to the Applications folder. You have now installed Quicken Utility.
  2. Double-click the Applications folder, and locate the Quicken Utility icon. Double-click the Quicken Utility icon.
  1. When Quicken Utility opens, click the blue Share Screen with Quicken Care button at the top. You do not need to click Check for Updates
  1. A window will appear, prompting you for a security key.  Quicken Support will provide you with this number.
  1. After you enter the security key, click Share your screen.  Quicken support can now see your screen.
  2. To end the session, click Stop sharing your screen.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.