Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Elevate 2026 Pencil Banner
    Elevate 2026 Pencil Banner
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    Quick Collect

    aldiastax
    Level 1
    ‎01-29-2021 10:18 AM

    I have completed the Compliance Test with Santa barbara Bank, how do I set Quick Collect with pro series

    Labels
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Comment 1
    Brian_Christian
    Employee
    Employee
    ‎01-29-2021 03:23 PM

    Try Tools/Options/Pay per Return/ Enrollment options. Select Santa Barbara TPG for Bank Product and click on the Refresh button above. If you are enrolled, it should update.







    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2026 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security