Re: Can client provide QB access through Intuit Link?

SensibleandHourly

Good morning,

Curious if client simply downloads information to show expenses through a csv file or is there a way to access the QB platform through the Intuit Link?

Thank you,

Dawn

George4Tacks

https://accountants.intuit.com/support/en-us/help-article/trial-balance/updating-proseries-tax-retur...

Answers are easy. Questions are hard!

Skylane

Client can upload a .csv or .xlxs

No way to access QB platform through intuit link.

If at first you don’t succeed…..find a workaround

SensibleandHourly

Thank you!

qbteachmt

Are you using the (free) QB Accountant Portal? That provides the link you asked about.

Here: https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/importing-quickbo...

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Can client provide QB access through Intuit Link?

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