Hi, is there a way to invite multiple / bulk clients to Intuit link?

[jesteban]

I wanted to sent invitation to multiple clients at once.

[itonewbie · Accepted solution]

1. From the dashboard, highlight the clients to whom you'd like to send the invites;
2. Click on Tools / Intuit Link / Invite client to Inuit Link
3. Complete the remaining steps as prompted.
   

[jesteban]

Thanks for this response 🙂

[itonewbie]

NP :smile:

[btrcpa]

Please note that you can only send a MAXIMUM of 20 at a time!

[Taxgoddess1]

It doesn't work - system will only let me process 1 at a time and that takes FOREVER!  

[itonewbie]

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.

[jerikim]

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]

That still doesn’t work.