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Level 3
February 25, 2026
New

Re-invite process is klunky and not changing the Intuit Link view in Proseries Pro

Related products:ProSeries
  • February 25, 2026
  • 0 replies
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Had to edit an email address in Intuit Link. 

   It erased all the questions in the client's Link. 

Went to Proseries Pro to update the client. After updating, the Intuit Link column was still saying "View" not "Invite." 

During my hold time with the Proseries help line, I tried something and it worked. 

I saved the file under a new name. Got the "Invite" in Intuit Link column. 

  Deleted the old file.

  Invited with the new file. 

  It worked. 

btw, The default questionnaire generated for Intuit Link is outdated by years. I have my own default questionnaire now. I use their checklist, but my updated default questionnaire.