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J
jesteban
Level 2
December 16, 2019
Solved

Hi, is there a way to invite multiple / bulk clients to Intuit link?

  • December 16, 2019
  • 1 reply
  • 18 views

I wanted to sent invitation to multiple clients at once.

This topic has been closed for replies.
Best answer by itonewbie
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.

1 reply

itonewbie
itonewbieAnswer
Level 15
December 16, 2019
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.
---------------------------------------------------------------------------------Still an AllStar
    J
    jestebanAuthor
    Level 2
    December 16, 2019
    Thanks for this response :)
    I am a human being.
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