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Intuit link change
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jfshortfinancia
Level 1
02-09-2021
10:01 AM
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How do I fix. Fix discussed did not work. "The client’s email address has been changed and needs to be updated within Intuit Link. Email addresses need to be the same so there are no issues with data privacy/loss. Select Edit in the upper right of the above User ID field and update the email address. Invite the client to Intuit Link with the new email address. After the client logs in with the new email address, you can find the new information/documents under the same client with new email address. Documents (in Documents tab) and incomplete requests will be cleared and need to be re-initiated as needed."
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1 Comment 1
itonewbie
Level 15
02-09-2021
10:14 AM
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Here's what you and your client each need to do in sequence:
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Still an AllStar
Still an AllStar
