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T
twalsh
Level 3
January 15, 2023
Question

Update Proseries Account email address

  • January 15, 2023
  • 3 replies
  • 26 views

I updated my email address for my EFIN and Intuit account.  I am testing the batch email for Client Checklist and it is still linked to my prior email account.  How can I update the email address that is "sending" the batch email Client Checklist?  

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    3 replies

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    January 15, 2023

    What email address shows in TOOLS> OPTIONS > Preparer and Firm information ?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      S
      SkylaneIntuit Community Champion
      Intuit Community Champion
      January 16, 2023

      I think there’s more to it. I have a recollection that Intuit has to verify the change with the IRS on some level. There’s an article somewhere or call tech support 

      If at first you don’t succeed…..find a workaround
        PATAX
        PATAX
        Level 12
        January 16, 2023

        my old email address still prints on invoices, even though I have not used that since Moby was a minnow. I have to override it on invoices.... My correct email address has always printed everywhere else ok.

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