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jorat
Level 1
posted
‎August 30, 2024 01:24 PM
last updated ‎August 30, 2024 1:24 PM

Intuit Link

With Intuit Link where I can upload my tax documents to share with my accountant, I see a section where you can link your bank and brokerage information. Does this have to be done every year or Intuit  retains the linkage between these institutions and automatically pulls it down? Here is the email from my accountant

 

Thank you for using Intuit Link. Just as a reminder, please check your questionnaire as there are additional questions/items that need your attention. Thank you

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1 Comment 1
Aldren18
QuickBooks Team
QuickBooks Team
‎August 30, 2024 02:45 PM

Intuit Link

I’m glad you reached out about Intuit Link, Jorat. This feature is specific to ProSeries and Lacerte. I'll route you to the right channel to assist you in uploading your tax documents and preparing them for your accountant.

 

As a QuickBooks team, we don’t offer direct support for Intuit Link, but you can communicate Intuit Accountants dedicated team for any specific questions or assistance regarding Intuit Link.

 

Visit the Intuit Accountants Community page and go to the Ask the Community option. I've included a screenshot for visual reference:

 

image.png

 

This thread is always open if you have concerns or questions about the QuickBooks product. Let me know by clicking the Reply button. I'm always here to provide the information you need.

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