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 -

#pendo=mdfxBUETuiLU8w-v3GWTJ_xwK1E

Walkthrough Guides

Pendo QBP New User Walkthrough (new since May 2026)

#pendo=Of38-J3furU8PsHyQnlNaIbuZ1U

Net Worth Tour

#pendo=wI13L5YMH_8RDNJwp4Ot4Mil31c

New User Product Walkthrough

#pendo-walkthrough=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
#pendo=Of38-J3furU8PsHyQnlNaIbuZ1U