itonewbie
Level 15

It is working properly for me.  I was able to copy the sample templates, give it a new name, make my own edits and additions, save the new template under the new name, see the new customized template above the Intuit samples, and select the custom template for clients.

If you hit the Save button but nothing happened, it is most likely a problem caused by your browser.  Do the following and give that another try:

  • Make sure you are using an Intuit Link-supported browser;
  • Clear your cache and cookies;
  • Close your browser;
  • Restart your computer or device;
  • Open an Intuit Link-supported browser in incognito mode;
  • Log into Intuit Link;
  • Repeat the process of customizing the template but start with one or two minor changes only to test that it functions properly; and
  • Complete the customization and save the file.

If the above still doesn't work, try another browser or computer/device but always access Intuit Link only in incognito mode as that helps you avoid the most common problems.

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Still an AllStar

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