Quicken for Mac: Use Screenshare with Quicken Support

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 Sequoia users

Users must first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

1. Go to Mac menu > System Settings....

2. Go to Privacy & Security, then select Screen & System Audio Recording.

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

Before you begin: macOS Ventura or Sonoma users

Users must first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

1. Go to Mac settings > System Settings.

2. Go to Privacy & Security, then select Screen Recording.

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

Before you begin: macOS Big Sur or Monterey users

Users must first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

1. Open System Preferences > Security & Privacy.

2. Select the Privacy tab, then the Accessibility option in the left menu.

3. Click the lock icon at the bottom of the window to unlock it and allow changes.

4. Check the Quicken Utility box.

Before you begin: macOS older versions

Users must first allow the Quicken Utility app to "record screen" in order for screenshare to fully work.

To do this:

1. Go to Mac menu > System Preferences.

2. Go to Security & Privacy > Privacy tab.

3. In the list on the left panel, select Screen Recording.

4. Make sure the Quicken Utility application is checked to allow that permission.

Instructions

Using External Screenshare: If you're using Chrome

1. Go to the screenshare website.

2. 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:

1. Click here to download the screenshare app for your computer.

2. Wait for the agent to provide further instructions.