Use Screenshare with Quicken Support

Product Version
Windows
Mac
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Overview

The following steps are only to be used when contacting Quicken Support

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.  

Quicken for Windows

Using External Screenshare: If you're using Chrome 

  1. Go to the screenshare website. (https://www.quicken.com/support/screenshare)
  2. Wait for the agent to provide you the security key and additional instructions.

Using External Screenshare: If you're not using Chrome 

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

  1. Download the screenshare app for your computer.
  2. Wait for the agent to provide further instructions.

Quicken for Mac

OS X Yosemite (version 10.10 or newer only)

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

  1. Go to Help > Share Screen...
  2. A window will appear, prompting you for a security key.  Quicken Support will provide you with this number.

    Use Screenshare with Quicken Support

  3. After you enter the security key, click Share your screen.  Quicken Support can now see your screen.
  4. To end the session, click Stop sharing your screen.

If the Screenshare option is not available

You will need to download the Quicken Utility to share your screen:

  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

Use Screenshare with Quicken Support

  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.

Use Screenshare with Quicken Support

  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

Use Screenshare with Quicken Support

  1. A window will appear, prompting you for a security key.  Quicken Support will provide you with this number.

Use Screenshare with Quicken Support

  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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