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    load efin summary in proseries

    RAM
    Level 2
    ‎01-04-2021 06:17 PM

    How to upload e-fin summary 

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    2 Comments 2
    fttucker
    Level 1
    ‎01-04-2021 06:23 PM

    From what I understand. You have to go through the Intuit online portal to update this information. You have to upload the EFIN Summary into online and they will process it. Once processed you will have to update your software daily and it should import through there. 

    I hope this helps. 

    Just-Lisa-Now-
    Level 15
    Level 15
    ‎01-04-2021 06:58 PM

    https://proconnect.intuit.com/community/license-information/help/register-your-efin-with-intuit-befo...


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪






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