Maximizing Quicken Features

Question

Hello - I'm fairly new to Quicken, have been using it for about 24 months to track business and personal items. I know I'm not utilizing the features and capabilities that could serve my needs so I could really use one-on-one help moving forward, someone I could do screen share with who knows the product. Any suggestions? - Dr Doolittle

Quicken Anja · Accepted Answer

Hello @DoctorDoolittle,

Thanks for reaching out! Being that you are a new user, 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!