If I am no longer working with clients and wish to remove them from my client list in Intuit Link, can I accomplish that by uninviting them? My objective is to remove their names from my Intuit Link client list. Thanks.
Mike
Try this: How to Un-invite a Client in Intuit Link
To make inactive as Skylane mentioned:
1. Login to Link and click the Gear icon on the top right corner.
2. Click on Manage Clients.
3. Find the client you wish to mark as inactive and click Mark as Inactive.
4. Close the tab and return the Intuit Link client list and press F5 to refresh the screen. The clients that were made inactive will no longer appear on the regular Intuit Link client list.
Hope this help!
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