SensibleandHour ly
Level 8
05-16-2025
10:00 AM
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Good morning,
Curious if client simply downloads information to show expenses through a csv file or is there a way to access the QB platform through the Intuit Link?
Thank you,
Dawn
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George4Tacks
Level 15
05-16-2025
10:11 AM
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Answers are easy. Questions are hard!
SensibleandHour ly
Level 8
05-16-2025
10:45 AM
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Thank you!
qbteachmt
Level 15
05-17-2025
11:25 AM
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Are you using the (free) QB Accountant Portal? That provides the link you asked about.
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