I need training on using Quicken. What is the best source? (2024)

Answers

• NotACPA SuperUser ✭✭✭✭✭

  April 2022

  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.
  

  Q user since February, 1990. DOS Version 4
  Now running Quicken Windows Subscription, Business & Personal
  Retired "Certified Information Systems Auditor" & Bank Audit VP

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• Quicken Anja Moderator mod

  April 2022 edited April 2022 Answer ✓

  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.

  1. Support articles can be found athttps://www.quicken.com/support
  2. Help Articles can be found at https://help.quicken.com/display/MAC/Quicken+for+Mac+Help
  3. Tutorial videos can be found athttps://www.youtube.com/user/Quicken
  4. In-product help can be found by navigating toHelp > Quicken Help
  5. You can contactQuicken Supportdirectly 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 schedulea 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, clickhereto 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!

  -Quicken Anja
  Make sure to sign up for the email digest to see a round up of your top posts.

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• smayer97 SuperUser ✭✭✭✭✭

  April 2022 edited April 2022 Answer ✓

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

  Help Guide for Quicken for Mac

  
  

  Have Questions? Help Guide for Quicken for Mac
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  (Canadian user since '92, STILL using QM2007)

  

• jacobs SuperUser, Mac Beta Beta

  April 2022

  @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.

  Quicken Mac Subscription • Quicken user since 1993

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• aerovibe Member ✭✭

  April 2022

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

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