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I need training on using Quicken. What is the best source?

aerovibe

I have only a beginner's knowledge of Quicken. I do not know how to reconcile accounts, correct connect issues, etc. Is their a book or class or in person training that can assist me?

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Accepted answers

Quicken Anja

Hello @aerovibe,

Thank you for reaching out to the Community with your question.

Additional to NotACPA's suggestions; here are a few resources available to you that you might find helpful.

Support articles can be found at https://www.quicken.com/support
Help Articles can be found at https://help.quicken.com/display/MAC/Quicken+for+Mac+Help
Tutorial videos can be found at https://www.youtube.com/user/Quicken
In-product help can be found by navigating to Help > Quicken Help
You can contact Quicken Support directly via chat or phone.

Additionally, being that you are a new user, I would like to also inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team.

By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learning how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

I hope this helps!

smayer97

The following FAQ includes all the above resources mentioned and more to help you:

Help Guide for Quicken for Mac

All comments

NotACPA

For starters, have you tried looking in Quicken HELP (F1)? There's a wealth of knowledge there.

After you've reviewed that, post back with specific questions.

Quicken Anja

Hello @aerovibe,

Thank you for reaching out to the Community with your question.

Additional to NotACPA's suggestions; here are a few resources available to you that you might find helpful.

Support articles can be found at https://www.quicken.com/support
Help Articles can be found at https://help.quicken.com/display/MAC/Quicken+for+Mac+Help
Tutorial videos can be found at https://www.youtube.com/user/Quicken
In-product help can be found by navigating to Help > Quicken Help
You can contact Quicken Support directly via chat or phone.

smayer97

The following FAQ includes all the above resources mentioned and more to help you:

Help Guide for Quicken for Mac

jacobs

@aerovibe Actually, I'd encourage you to do the Quicken 1-2-3 call with a Quicken representative first, as Quicken Anja suggested above. This program was designed for new users exactly like you; it's a good way to get oriented to Quicken Mac, and since it's a live, interactive conversation, you can ask questions as you go. The other linked resources will allow you to dig in deeper or review things as you go.

aerovibe

Thank you so much for taking the time to help. I will do the call.