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bransomm
Level 3
December 17, 2021
Question

Intuit Link

  • December 17, 2021
  • 2 replies
  • 9 views

Why are my 2021 client actions, in Intuit Link, showing up in my 2021 Intuit Link? How do I clear the 2020 information to start anew for 2021 with invites, etc.?

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2 replies

M
Matt C
Level 6
December 20, 2021

Hi @bransomm, did you mean "why are my 2020 client actions ... showing up in my 2021 Intuit Link"?

B
bransommAuthor
Level 3
December 26, 2021

Opps, yes.  Get calendar years mixed up with tax years, lol

    M
    Matt C
    Level 6
    January 3, 2022

    Hi @bransomm, unfortunately I'm not able to help with this issue. Could you try contacting support for this one?

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