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Link engagement letters

Highlighted
Level 1
last updated ‎January 14, 2020 6:13 PM

When inviting a client to use Intuit Link through the 2019 program, the only option that I have for an engagment letter are the two defaults that Lacerte provides. How do I copy and past a new letter without having to type the entire thing? Why doesn't the link tool in the 2019 program access the letters from 2018? Or is this an issue that needs to be resolved by Lacerte?

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3 Replies 3
Highlighted
Level 15
last updated ‎January 14, 2020 6:13 PM

Do it the good old fashion way with Cltr-C for copy and Cltr-V for paste.

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Still an AllStar
Highlighted
Level 1
last updated ‎January 14, 2020 6:13 PM

Duh!

 

0 Cheers
Highlighted
Level 15
last updated ‎January 14, 2020 6:13 PM

@gmt wrote:

Duh!

 


Yeah, tip-top cutting-edge technology, lol!

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Still an AllStar