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February 13, 2022
Question

Hi, I am trying to export my data from Intuit QuickBooks business version (not self-employed) to TurboTax. Any ideas how to do this?

  • February 13, 2022
  • 1 reply
  • 0 views
There is no "Tax Checklist" at the top of the home page.

1 reply

MJoy_D
February 13, 2022

I can provide you with some information on how to export your data to TurboTax, @contact-templeof.

 

The Tax Checklist option is for QuickBooks Self-Employed (QBSE). 

 

The option to export data from QuickBooks Online (QBO) to TurboTax directly is currently unavailable. You'll need to export your QBO information to a supported version of QuickBooks Desktop (QBDT) and then export it to TurboTax. 

 

You can check this article for more information on how to download a trial version of QBDT: Download a trial of QuickBooks Desktop Enterprise.

 

Once done, you can refer to the following article on how to export your data to TurboTax, here's detailed guidance: How do I import QuickBooks data into TurboTax Business?.

 

Please read the following article to learn how your data is converted from QuickBooks Online to QuickBooks Desktop and what limits there are when switching between the two programs: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.

 

Stay in touch if you need additional information about the export process. Let me know by leaving a reply below. Keep safe and have a great rest of the day!