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- From the dashboard, highlight the clients to whom you'd like to send the invites;
- Click on Tools / Intuit Link / Invite client to Inuit Link
- Complete the remaining steps as prompted.
Still an AllStar
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- From the dashboard, highlight the clients to whom you'd like to send the invites;
- Click on Tools / Intuit Link / Invite client to Inuit Link
- Complete the remaining steps as prompted.
Still an AllStar
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Still an AllStar
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Please note that you can only send a MAXIMUM of 20 at a time!
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It doesn't work - system will only let me process 1 at a time and that takes FOREVER!
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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.
Still an AllStar
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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?
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That still doesn’t work.