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How do I upload clients info from Intuit link

markathy
Level 1
 
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4 Comments 4
George4Tacks
Level 15
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markathy
Level 1

Thanks George, this is for proconnect, I don’t see that lightening bolt in Lacerte input 

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George4Tacks
Level 15

This is my tongue in cheek response.

Why did you ask about ProConnect as your product, when you question was about Lacerte?

Be more selective when you make your next ask.

https://proconnect.intuit.com/support/en-us/help-article/other-articles/importing-scanned-source-doc... for Lacerte


Answers are easy. Questions are hard!
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markathy
Level 1

I didn’t realize or understand that the app was only applicable to pro connect, which I find strange as it shows up in my Lacerte app. 

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