jesteban
Level 2
‎12-16-2019
12:58 PM
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I wanted to sent invitation to multiple clients at once.
I am a human being.
Solved! Go to Solution.
1 Solution
Accepted Solutions
itonewbie
Level 15
‎12-16-2019
12:58 PM
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- From the dashboard, highlight the clients to whom you'd like to send the invites;
- Click on Tools / Intuit Link / Invite client to Inuit Link
- Complete the remaining steps as prompted.
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Still an AllStar
Still an AllStar
6 Replies 6
itonewbie
Level 15
‎12-16-2019
12:58 PM
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- From the dashboard, highlight the clients to whom you'd like to send the invites;
- Click on Tools / Intuit Link / Invite client to Inuit Link
- Complete the remaining steps as prompted.
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Still an AllStar
Still an AllStar
jesteban
Level 2
‎12-16-2019
12:58 PM
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Thanks for this response 🙂
I am a human being.
itonewbie
Level 15
‎12-16-2019
12:58 PM
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NP
:smile:

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Still an AllStar
Still an AllStar
btrcpa
Level 1
‎01-26-2021
10:51 PM
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Please note that you can only send a MAXIMUM of 20 at a time!
Taxgoddess1
Level 1
2 weeks ago
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It doesn't work - system will only let me process 1 at a time and that takes FOREVER!
itonewbie
Level 15
2 weeks ago
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Intuit Link can function as a basic portal when it works but it glitches sometimes and is not the most user-friendly solution. That's why some folks move away from it in search of greener pasture.
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Still an AllStar
Still an AllStar