Upload or download files with Intuit IDX portal

Learn how to upload or download your file(s) to and from the Intuit IDX portal.

Sometimes, to help you faster, Intuit needs a file from you. We’ll walk you through how to upload your file to us.

Uploading your files:

• You can send us any kind of file. It's a best practice to make a backup of any file you intend to upload.
• If you upload a file with the same name as an existing file, it'll overwrite the original one. Change your file name or create a folder instead.
• You can upload a file of up to 30 gigabytes. However, we recommend that you limit your file to no more than 5 gigabytes for faster upload.

Only authorized users or contacts can upload or download files using the IDX portal.

Lacerte, ProSeries, EasyACCT

Currently the link to use is https://intuitb2b.my.salesforce-sites.com/FileExchange this link is changing in May to the link in the instructions below.

1. Contact us, and we’ll walk you through uploading your file:
   • Lacerte
   • ProSeries
   • EasyACCT
2. Open the IDX portal secure web link to upload your file.
3. Enter the Case number in the Case field, Email, and PIN provided by your Intuit expert.

Make sure to enter the email associated with the account you need help with.

4. Accept the Terms of Service and select Sign In.
5. Sign in using the login info associated with the account you need help with.
6. Once signed in, you can upload your file by selecting:
   • Create folder if you want to organize your files into a folder. 
   • Add documents. From the Add documents ▼ dropdown, choose Upload from this device or Add from mobile device.
7. Browse your computer or mobile device and select the file you want to upload.

Downloading your files:

Make sure to download your data files as they are removed from the portal and server after 20 days.

Lacerte, ProSeries, EasyACCT

1. Contact us, and we’ll walk you through downloading your file:
   • Lacerte
   • ProSeries
   • EasyACCT
2. Open the IDX portal secure web link to download your file.
3. Enter the Case number in the Case field, Email, and PIN provided by your Intuit expert.

Make sure to enter the email associated with the account you need help with.

4. Accept the Terms of Service and select Sign In.
5. Once signed in, you’ll see the list of documents available.
6. Select the document you want to view or download.