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Hi, is there a way to invite multiple / bulk clients to Intuit link?

jesteban
Level 2

I wanted to sent invitation to multiple clients at once.

I am a human being.
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1 Best Answer

Accepted Solutions
itonewbie
Level 15
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.
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Still an AllStar

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8 Comments 8
itonewbie
Level 15
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.
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Still an AllStar
jesteban
Level 2
Thanks for this response 🙂
I am a human being.
itonewbie
Level 15
NP :smile::smile:
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Still an AllStar
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btrcpa
Level 2

Please note that you can only send a MAXIMUM of 20 at a time!

Taxgoddess1
Level 1

It doesn't work - system will only let me process 1 at a time and that takes FOREVER!  

itonewbie
Level 15

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
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jerikim
Level 1

Hi, I am working in the 2021 proseries software and it doesn't seem to have this ability to invite multiple clients to Link. If I select more than one client I get this error even if selecting two clients: 

Error Found
Too many clients were selected. Please select a single client, and try the Intuit Link Invite operation again.

Is there a reason for this change?

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Jtj
Level 1

That still doesn’t work. 

JT Johnson