Intuit Aid Assist offers free, easy-to-use estimators to help you check your eligibility for federal relief programs, as well as estimate the portion of PPP loan forgiveness, and estimate the amount you may be able to get from new tax credits like Employee Retention Credit (ERC) and paid leave. Direct deposit to W-2 employees is free, but additional fees apply for direct deposit to 1099 vendors. Currently, we are printing/saving client responses. Link is backed up automatically by Intuit. The only change happening will be that comments and messages between you and your client at a task level will no longer be a feature and in order to have the comments for future reference, we recommend you download the chats/comments in a csv file. Or will there be something else taking its place? This is the communication I am looking for. Watch step-by-step tutorials to learn essential tasks and all the tips and tricks.
Comments and messages can be downloaded from the Link on a per-client basis. One Secure Location. Protect sensitive data with user-access levels. Intuit posted June 03, 2020 07:17 PM.
The discussion threads would be saved as a CSV file that's actually quite easy to follow (except Intuit should really restore the records of actual dates instead by reference to the number of days or months ago, which loses meaning without a base date to compare against).
Stay organized by attaching digital receipt images to expense transations for audit trails.
Learn more about Intuit Link's benefits. Create and share a customized client questionnaire and document request list based on prior year tax return. Build and engage with your professional network. If you purchase Desktop Pro, you may add an Annual Care Plan for $299. Plus sales tax where applicable. We'll match your receipts to existing expenses or create new expenses for you. Other Intuit Services ; QuickBooks Desktop Pro Products.
Comments and messages at task level will not be available post 5th of July 2020. Adding a Client in Intuit Link. I will let you know when that piece of content is available. Your dashboard shows how much progress you've made in completing your accountant's questionnaire. An Annual Care Plan includes dedicated telephone support thatâs there when you need it, plus a priority phone number to QuickBooks experts. Get answers to your HR questions on topics like compliance, hiring best practices, crafting job descriptions, and more. Yes. Forgive me if I don't understand what "at the task level" means so I will ask a different way.
Discount applies to the annual service fee for QuickBooks Desktop Enhanced Payroll only, and does not apply to the per employee fee.Â. This is available in Quickbooks Payroll Enhanced and to selected states only. The last thing any of us need in the last 10 days of "tax season" is confusion with our clients as how to receive communications from them. Intuit Link Frequently Asked Questions (FAQ) Mark Topic as New; Mark Topic as Read; Float this Topic for Current User; Bookmark; Subscribe; Printer Friendly Page; Highlighted. More automation to save time and boost productivity. Supports one Workstation Monitor, plus up to 2 extended monitors. 25 60 105 60. This is the second question on this in a day. Very disappointed in both services and the communication from ProSeries.
Can I install QuickBooks Desktop Pro on more than one computer? Between the Esignature issue and 4 hours on the phone yesterday to fix a QBO issue...Now I can't use Intuit Link past 7/5 and I have to spend a day downloading information already there? Prior to July 15th (I did see the date change in the message this morning) I am planning on downloading those csv files. Let Auto Payroll do the work. Annual billing: stated discount to the first year of service. MOST POPULAR. Get paid faster by automatically reminding customers when payments are due. Get real-time visibility of invoice statuses to stay on top of your cash flow.
With Enterprise Diamond, track employee hours, run payroll, and connect to your Salesforce CRM. Click the "Add new client" button from the right-side menu: 4. Review transactions easily and efficiently. We are also concerned with the meaning of this message. @lisa10You may like to keep track of the development here. Advanced inventory and order fulfillment tools. Check stock sold separately. *Don't want to use the app? Call 800-591-0302. Instructions on how to do so here: Common questions about using Intuit Link.
Let your team access payroll reports or hours entered while maintaining full control by granting user permissions. Provides bank-level security via 256 bit-encryption. Organize your business with Customer, Vendor, and Employee Centers.
Click here for additional terms, conditions and limitations.You may cancel at any time. Create professional estimates, invoices, and payment receipts. Select the right product for you. What I don't understand is why July 5th?
So I reached out to get more information for you all and here's what I was able to find: Nothing will be changing until after July 15th. In addition to the ESignature issues, the other tool I have been using extensively to get information from clients is going away before returns are due? Get the desktop accounting software 94% of users would recommend to a friend. As a part of an internal migration taking place, comments and messages at the task level will not be available post 5th of July 2020.
@IntuitAustin @IntuitBettyJo Hi, Austin and BettyJo, could you please shed some light on what users of Intuit Link should expect? Get an overview of why Link is right for you. Maintain cash flow and easily take action on unpaid bills. NOTE: Tax Data that exists in Intuit Link cannot be imported directly into a tax return. Simple. Just photograph, import, and review.
Terms, conditions, pricing, features, service and support are subject to change without notice. Comments and messages at task level will not be available post 5th of July 2020. I logged into Intuit Link today and saw this message. The comments and messages are still going away on 07/15/2020. Have flexibility to collect and share your tax data with your tax preparer year-round from any device by uploading documents, snapping a picture, or by providing credentials from your financial institutions. Our experts are here to help.
Offer valid August 1st, 2020 â July 31st, 2021, 11:59 p.m. PT.
Invoice for services, goods, and for billable time and expenses. Your data is backed up automatically in the cloud, Get the latest version of your books, anytime, No need to upgrade to get the latest features, With QuickBooks Online, youâll get automatic access to the newest features and security patches, Multiple plans to choose from based on your business size. You stay in control with clear alerts and notifications. Seamlessly integrated with QuickBooks Online Payroll, you can approve payroll when youâre ready.
I logged into Intuit Link today and saw this message. Now save even more time by automatically categorizing bank transactions with improved matching for payees, accounts, and classes. Hopefully, Intuit will respond soon. Active subscription, Internet access, Federal Employer Identification Number (FEIN), and U.S. billing address required. I wouldn't count on Intuit dropping the plan unless they make another official announcement. Get real-time visibility of invoice status, to stay on top of your cash flow. With receipt management tools, save time by using a mobile device to capture receipt dataâjust photograph, import, and review. I will have clients uploading until the last minute...We all have clients like that.
If needed, please save your comments and messages for future reference.
Federal and state payroll taxes are calculated, filed, and paid, automatically. View unpaid bills from a vendor to easily manage payments.
Secure. Without leaving your workflow, exchange tax data with your client. Can we not use Intuit Link … I am curious, also, regarding other firms practices regarding saving client responses in LINK.
What's the difference in capacity between Pro, Premier and Enterprise? More automation to save time and boost productivity.Call 800-591-0302, Get the desktop accounting software 94% of users would recommend to a friend. Intuit Link allows documents sent from the client to be downloaded to zip file so the Preparer can save the documents to their document management system. 500 million+ members | Manage your professional identity. But what are the changes users should expect from both the accountant's and taxpayer's perspective with these changes? If needed, please save your comments and messages for future reference.
What will we as tax preparers see? How do I download the QuickBooks Desktop Mobile App? Connect your bank and credit card to automatically download and categorize transactions. [{"campaignName":"qbopricing","experiment_bucket":"control","offerName":"QuickBooks Online Simple Start","offerData":{"template":"content","cta_text":"Buy now","cta_url":"https://signup.quickbooks.intuit.com/?locale=en-us&offerType=buy&bc=OBI-LL3&offerId=20020390","currency_symbol":"$","discount":"50","discount_duration":"3","discount_dollar_price":"12","discount_cent_price":"50","discount_term":"/mo","discount_unit":"%","is_trial_product":"0","offer_text":"Save 50% for 3 months*","payroll_text":"+$4/employee per month","dollar_price":"25","cent_price":"","price_term":"/mo","product_features_headline":"Includes","product_title":"Simple Start","product_subhead":"A brief 2 line description of the product or plan. Download the QuickBooks Desktop Mobile App from the Google Play (. Reliably and automatically track miles with your smartphoneâs GPS, Categorize business and personal trips with a swipe and add trips manually, Get shareable reports that break down miles driven and potential deductions, Add your accountant to give them instant access to your books, Share your documents with your accountant right in QuickBooks, Put your USB drive away. Access a full suite of employee services, including health benefits and workersâ comp, managed right from your payroll account. Learn more . You can set the filing method of your Federal and State forms to eFile and Pay. Desktop Pro and Premier each track up to 14,500 customers, vendors, and items, while Enterprise tracks up to 1 million customers, vendors and items. Discount applies to monthly service fee for QuickBooks Desktop Enhanced Payroll only, and does not apply to the per employee fee. Easily send forms and answers to questions to your tax preparer. Save time by automatically creating categorized receipt expense entries* by using the QuickBooks Desktop Mobile app.
End the hassle of regularly sending your customers statements to remind them of open balances. I'm confused! Whatâs the difference between QuickBooks Desktop Pro and Desktop Pro Plus? Press âF1â to access SmartHelp, and get a chat or call-back from a live expert. Find help where you need it - right in QuickBooks or through the, Get in touch with our care team through live chat and phone. Access knowledge, insights and opportunities. Our support team can help you to restore backups. Thanks, @IntuitBettyJo. Anyone know what this message means? Feel secure knowing that your personal data is securely stored and transferred with bank-level security via 256 bit-encryption. Ranges from 1 user license with Simple Start to 25 user licenses with Advanced.
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