trodneyea
Level 2

Has anyone successfully used Intuit Link for E-Organizers with multiple firms?  I have a shared office, so 2 firms in the database.  But, all invites to Intuit Link for E-Organizers come from the other firm.  The correct firm is listed in the Client Information.  Lacerte help desk is telling me that E-Organizers can only pull from the first firm listed under Options/Firm Info.  This seems ridiculous to me and unacceptable that just because my firm is listed second that I am not able to use E-Organizers.  Hoping someone else has made this work.

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