Intuit Link client documents

Forum|Forum|2 years ago
February 12, 2024
1 reply
11 views

When clients upload jpeg documents to Intuit Link and I download to my computer they do not have the jpeg extension. How do I fix that? Each document I open I am asked what program to view it with.

Intuit Link

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Skylane

Intuit Community Champion

some clients are taking cell phone photo that don’t upload with an extension. We have to (right click) on the photo then save as picture first… then save to client file….

The whole process is a pita and time consuming. My preference is to work with pdfs… (easier to highlight and markup) so i have a staff person transferring the intuit link files to client folder and convert them to pdfs

IMO, all this technology SUCKS! Let’s go back to paper, pencils, and stamps…

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

D

DJNC 1Author

Level 2

Thank you. I have downloaded and unzipped, but cannot figure out how to save it as a .pdf other than opening the file in Intuit Link then sending it to print as a .pdf. Is that how you are doing it? Was hoping there was a bulk way to do it.

Skylane

Intuit Community Champion

i had another this morning that came through without the extension. I added the extension... ".pdf" when saving and it worked.... unexpected behavior.... kinda goes along with unexpected errors.....

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

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