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masteelman21
Level 2
February 20, 2023
Question

Change Status in Intuit Link Account

  • February 20, 2023
  • 1 reply
  • 11 views

A few weeks ago I had the option to change a "Done"/completed questionnaire and document checklist to Invited/In progress/Needs review and now I can't. I have a few clients that have been marked as "Completed", but need to move back to the in-progress section. 

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    1 reply

    Intuitjhaze
    Intuitjhaze
    Level 5
    February 22, 2023

    hey there @masteelman21 can you share a screenshot of the issue you're experiencing? 

      M
      masteelman21Author
      Level 2
      February 22, 2023

      I was able to change the Status in Intuit Link a week ago. Now I am stuck with where they are. I have a few in DONE that I want to move to IN PROGRESS. 

      Is that a possibility anymore?

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