Use Screenshare with Quicken Support

Applies to:

Business

Deluxe

Premier

Starter

Updated: May, 10 2024 9:44PM

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Windows

Mac

Windows

Mac

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.

Instructions

Using External Screenshare: If you're using Chrome or Microsoft Edge

Go to the screenshare website. (https://www.quicken.com/support/screenshare)
Provide the agent the Support Code.
When prompted, click Allow.
Select which screen you want to share.

Using External Screenshare: If you're not using Chrome or Microsoft Edge

Please wait for the agent to provide further instructions.

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.

Before you begin

macOS Users (not using Ventura)

There are additional steps for users with macOS. Users must now first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

Go to Mac menu > System Preferences
Go to Security & Privacy > Privacy tab
In the list on the left panel, select Screen Recording
Make sure the Quicken Utility application is checked to allow that permission.

macOS Users (Ventura only)

There are additional steps for users with macOS. Users must now first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

Go to Mac menu > System Settings

Go to Privacy & Security, then select Screen Recording

Make sure the Quicken Utility application is toggled on to allow that permission.

Instructions

Using External Screenshare: If you're using Chrome

Go to the screenshare website. (https://www.quicken.com/support/screenshare)
Provide the agent the Support Code and wait for additional instructions.

Using External Screenshare: If you're not using Chrome

To screenshare in Quicken for Mac, please follow the steps below with our support team:

Click here to download the screenshare app for your computer.
Wait for the agent to provide further instructions.

Article ID: GEN88046

Agent Notes

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Certain features not supported on mobile apps.

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Use Screenshare with Quicken Support

Overview

Instructions

Using External Screenshare: If you're using Chrome or Microsoft Edge

Using External Screenshare: If you're not using Chrome or Microsoft Edge

Community Content

Overview

Before you begin

macOS Users (not using Ventura)

macOS Users (Ventura only)

Instructions

Using External Screenshare: If you're using Chrome

Using External Screenshare: If you're not using Chrome

Community Content

Agent Notes

In This Article

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