@Jim-from-Ohio  Yes, I use Intuit Link but I believe my version may look a little different when accessing the link since it's built into your software. 

Are you able to meet on zoom and I could probably walk you through the process to get it set up.

I'm in CA so maybe around 1:00 p.m. or 2:00 p.m. we could meet.  Let me know if that works for you and if you have zoom that I could send you a link to use.

0 Cheers