itonewbie
Level 15
01-29-2020
03:59 PM
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@mbancpa wrote:
How does one customize Intuit Link questionnaire?
- Log into Link for Accountants;
- Click on Firm Settings on the left panel;
- Click on the Request Templates tab;
- Click on the copy icon next to the name of the existing template you want to create a new one with or click on the +New Template button to create a new one from scratch.
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Still an AllStar
Still an AllStar
