How do we change company email address for Intuit link

Forum|Forum|6 years ago
December 6, 2019
7 replies
36 views

My client has changed his email address since last year. How to I update Intuit link. The new address has been entered in ProSeries but the old address is showing in Intuit Link.

ProSeries Professional

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Best answer by itonewbie

My understanding is that you cannot change the taxpayer's user ID (or email address) for the taxpayer's Link account, which you do not own or control.

All you have in Proseries is only an email address that points to a specific Intuit account (the taxpayer sets up separately with Intuit, not only for Link but also other Intuit products) the collaboration tool should be "linked" for the engagement. If the taxpayer wants to use a new email address but preserve all the contents in the existing account, I think the only way is for the taxpayer to contact Intuit directly so that they can change the user ID for the account.

itonewbieAnswer

Level 15

My understanding is that you cannot change the taxpayer's user ID (or email address) for the taxpayer's Link account, which you do not own or control.

All you have in Proseries is only an email address that points to a specific Intuit account (the taxpayer sets up separately with Intuit, not only for Link but also other Intuit products) the collaboration tool should be "linked" for the engagement. If the taxpayer wants to use a new email address but preserve all the contents in the existing account, I think the only way is for the taxpayer to contact Intuit directly so that they can change the user ID for the account.

---------------------------------------------------------------------------------Still an AllStar

L

letusja

Level 2

I only want to change the address on my account for mailing purposes. My software has been mailed to the wrong address.

M

martinez-account

Level 3

Step 1:

In the Proseries program, go to Tools, Options, Firm/Preparer info. & change your e-mail address there.

Step 2:

Log in to Proseries online,

https://accounts.intuit.com/index.html , and change your e-mail address there as well.

I have very recently done this, successfully.

R

RogerPAuthor

Level 2

That might work if you changed your own email address in ProConnect Online (rather than the desktop version Proconnect Link, which is a little different), but it doesn't address the issue of how to proceed when the customer changes his or her email address.

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