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M
markathy
Level 2
February 28, 2023
Question

How do I upload clients info from Intuit link

  • February 28, 2023
  • 2 replies
  • 9 views
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2 replies

M
markathyAuthor
Level 2
February 28, 2023

Thanks George, this is for proconnect, I don’t see that lightening bolt in Lacerte input 

George4Tacks
George4Tacks
Level 15
February 28, 2023

This is my tongue in cheek response.

Why did you ask about ProConnect as your product, when you question was about Lacerte?

Be more selective when you make your next ask.

https://proconnect.intuit.com/support/en-us/help-article/other-articles/importing-scanned-source-documents-lacerte-tax/L32lwknat_US_en_US?uid=leotphw9 for Lacerte

Answers are easy. Questions are hard!
M
markathyAuthor
Level 2
March 2, 2023

I didn’t realize or understand that the app was only applicable to pro connect, which I find strange as it shows up in my Lacerte app. 

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