Guided Walkthroughs | Quicken Help

Step-by-step guides for the things that matter most

Knowing where to find a feature and actually using it are two different things. These walkthroughs take you through the real tasks — inside Quicken, one step at a time — so you can get things done with confidence and move on.

Each guide focuses on a single topic and walks you through it start to finish. No hunting through menus. No guessing.

Single Guide

Assign Credit Memo to Invoice

Test Link: #pendo=t5F9W9Kms05OD69BsgylI8aSI7U

Edit Invoice Payment -

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Walkthrough Guides

Pendo QBP New User Walkthrough (new since May 2026)

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Net Worth Tour

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New User Product Walkthrough

#pendo=1OJZEPaGBD0kb7VOoc_sIEpqF2Q

QBP Welcome Walkthrough (Draft status)

#pendo=CxgYOV3jNvFfzH4v5sYTi--KumI&step=-qIV6eO-bqQyMskhusrC9h4cCMY

https://simplifi.quicken.com/?pendo=CxgYOV3jNvFfzH4v5sYTi--KumI&step=-qIV6eO-bqQyMskhusrC9h4cCMY

New User Walkthrough - since May 2026
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