jesteban
Level 2
12-16-2019
12:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
itonewbie
Level 15
12-16-2019
12:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- From the dashboard, highlight the clients to whom you'd like to send the invites;
- Click on Tools / Intuit Link / Invite client to Inuit Link
- Complete the remaining steps as prompted.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
jesteban
Level 2
12-16-2019
12:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks for this response 🙂
I am a human being.
itonewbie
Level 15
12-16-2019
12:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
NP
:smile:

---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
btrcpa
Level 2
01-26-2021
10:51 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Please note that you can only send a MAXIMUM of 20 at a time!
Taxgoddess1
Level 1
02-10-2021
09:34 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It doesn't work - system will only let me process 1 at a time and that takes FOREVER!
itonewbie
Level 15
02-10-2021
10:30 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Intuit Link can function as a basic portal when it works but it glitches sometimes and is not the most user-friendly solution. That's why some folks move away from it in search of greener pasture.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
jerikim
Level 1
12-13-2021
01:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi, I am working in the 2021 proseries software and it doesn't seem to have this ability to invite multiple clients to Link. If I select more than one client I get this error even if selecting two clients:
Error Found
Too many clients were selected. Please select a single client, and try the Intuit Link Invite operation again.
Is there a reason for this change?
Jtj
Level 1
01-02-2022
09:34 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
That still doesn’t work.
JT Johnson