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E Organizers with multiple firms
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trodneyea
Level 2
7 hours ago
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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.
