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pwein
Level 1
January 21, 2021
Question

How do you add a column to see if the client received the intuit link email Where is the status update column to see if the client has accepted the invite

  • January 21, 2021
  • 2 replies
  • 16 views
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2 replies

itonewbie
itonewbie
Level 15
January 22, 2021

When you are in Lacerte, do you not see the screen shown in this article?

Suggest that you also log into Intuit Link for Accountants directly and set up a daily alert to get notified about your clients' activities.  In fact, you will see a more detailed update of each of your client's status within Intuit Link.

https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170

---------------------------------------------------------------------------------Still an AllStar
    M
    Megan S
    Level 2
    January 27, 2021

    Right-click adjust display columns 

    display tab 

    client view 

    all clients

    select intuit link and use the arrow to add it

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