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Level 1
February 23, 2025
Question

Intuit LInk

  • February 23, 2025
  • 1 reply
  • 6 views

When I am using Proseries Intuit Link, a couple of my clients deleted the link and can not get back on. They want me to reinvite them after they have already been on. How do I do that?

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1 reply

ljr
Level 9
February 24, 2025

once they have accepted I can't find a way to re-invite so I just create an "info request" that says anything then hit notify client - they would get that email and hopefully that gets them in 

Skylane
Intuit Community Champion
February 24, 2025

Try uninvited, refresh, then invite again… 

If at first you don’t succeed…..find a workaround