1
Contact the support desk
Call first and explain the Quicken issue you are experiencing.
Independent remote assistance
Quicken Screenshare Remote Support Guide
Remote assistance lets a support representative view your screen while guiding you through a Quicken issue. Review these steps before starting any session.
Call to begin safelyHow the remote support process works
2
Confirm the session
Only open a screenshare after you have spoken with a support representative.
3
Close private information
Close email, banking pages, password managers, and unrelated documents before sharing.
4
Stay at your computer
Watch the session, ask questions, and end access at any time if something is unclear.
Security checks before you share
Never share passwords
Enter passwords yourself. A representative should never ask you to reveal one.
Protect financial details
Hide account numbers and other sensitive information that is not needed for troubleshooting.
Control the session
You can pause or end screen sharing at any time. Access should stop when the session ends.
Ready for guided assistance?
Call the independent support desk before opening any remote access or screenshare tool.
Call 1800-209-8240Independent third-party support. Not affiliated with, endorsed by, or sponsored by Quicken Inc.