Intuit Link

Forum|Forum|5 years ago
February 5, 2021
1 reply
24 views

We've had trouble with Intuit Link since we switched our email address from an sbcglobal to a gmail. It hasn't worked since. However, one of our team has an sbcglobal email address used to log in to ProSeries desktop. Using this, I am able to invite clients to Link. When I invite a client, should I be seeing their status by logging into Intuit Link as the accountant? They don't even show up as Invite Pending.

I have called ProSeries support every year since our email change and they always promise to have someone call me back. Late 2020, that was happening. Now, no one will talk to me about this and support tries to put it on our IT person. Our IT person says there is nothing about our computer environment that would prevent this application from working. I asked that this issue be escalated, and I'm told it has been, but my call 2 weeks ago has gone unanswered and no follow-up. Just venting frustration here.

We have a small company. 1 owner who uses the company email to log in to ProSeries desktop. He is also the only tax signer. We have 2 other preparers that each use their personal email address for login credentials when we prepare. 1 with a gmail and the other with an sbcglobal. The owner and the other gmail preparer are unable to invite clients with Intuit Link. Consistent error messages for the past 3 years. The sbcglobal preparer (non-signer) is able to invite, but again, nothing shows up when we log into Link.

In this COVID environment, using this to collect data is crucial. Can anyone help me?

Thanks!

Intuit Link

This topic has been closed for replies.

itonewbie

Level 15

First of all, change of an email address does not impact your access to Intuit Link. It does, however, impact email communication you may receive from Intuit Link (e.g. daily activity reports and account recovery) and, of course, security if you no longer own that email address.

Are your email addresses under a custom domain? If they are and provided you have everything correctly set up (DNS, MX, etc.), your team's ability to receive communication from Intuit Link should not be affected. If you have problem receiving emails from Intuit Link, you probably then have problem with your email communication to/from others too.

If you're not on a custom domain, that will entail an update of your Intuit accounts with your new email addresses and that shouldn't affect just Intuit Link but all Intuit products, including PS.

I may not fully understand the context but if you could elaborate a bit more, I or someone else may be able to offer some suggestions.

---------------------------------------------------------------------------------Still an AllStar

S

ScowlyOwlAuthor

Level 3

The email addresses are not in a custom domain. And, I agree that changing our company email address shouldn't have any affect on Link working. All I can say is that those of us using a gmail for logging into ProSeries at our workstations are unable to make Link work.

We contacted Intuit when the email address changed, we had to contact ProSeries separate from QuickBooks. We told them to delete the old address and gave them the new one. This was 3 years ago or so. The first time I attempted to use Link after this change is when Link stopped working for us. when I called support at that time, I was told that gmail addresses don't work with Link. I was resigned to this as the reality of our situation. Since then, when I call, they're trying to figure it out, but when they can't they just stop calling and trying. It's frustrating when the program isn't inexpensive! When I log into our Intuit account, all our purchases going back 10 years or so are listed under this current email. I do not believe we a security issue and we've discussed this with our cyber security person.

I just invited a number of clients using my co-workers log in credentials and all invites went through, and I saw all of them listed in Link. But, when I log into Link using the owner's credentials, just over half show up as pending. Quite frankly, that's an improvement.

If it's all one company, one customer number, using one of two realms we're in, why would it matter who logs in in order to see all activity? Since we're a small company, we all have admin access to Intuit products.

Does any of this help? Thanks for trying.

itonewbie

Level 15

Thanks for the additional context. So, if I understand this correctly, it's established that all accounts are now under Gmail and there's no problem accessing all the associated products, including Intuit Link, and you are even able to see all the historical data in Intuit Link going back 10 years or so.

If my understanding is correct, it sounds like your accounts are correctly updated for your login credentials with the new Gmail addresses and it's something else that may be causing the problems you encounter.

I also don't agree with the person who told you that Gmail isn't compatible with Intuit Link because there are plenty of Intuit Link users out there, accountants included (I'd presume), who use Gmail.

Can you confirm whether you have the same problem with both new and old clients? Also, did you send those invites from ProSeries (which you do for new clients) or within Intuit Link?

---------------------------------------------------------------------------------Still an AllStar

Sign up

Login with SSO

Let's get you signed in

Login with SSO