intuit link

[GLS]

Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it.  Is there a way to change the default to the current year 2024?

[IRonMaN]

I don't use LInk, but it could be one of those program things that just aren't ready to roll yet.  At this stage of the game, the software is still in its infancy and it maybe hasn't sprouted the necessary appendages yet.

[Just-Lisa-Now-]

I dont use it either, but I thought I saw a post, maybe over in the PS Facebook group, someone was trying to set up a 2025 folder in Link and they could only get it to take 2024....so maybe you have to create the folder each year? 

Again, I dont use it, never seen it, so no idea how it actually works.

[Skylane]

If you change the dropdown to 2024 it will stay on 2024 until you change it to something else…. Tell your clients to make sure the tax year says 2024 when they upload or it becomes a PITA. 

intuit link is far from perfect and favors Proconnect (over Proseries) but i find it reasonably useful.