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February 6, 2021
Question

How can I transfer ebooks info to turbo tax if I have different log in and password

  • February 6, 2021
  • 1 reply
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How can I transfer QB self-employed to turbo tax if I have different log in and password

1 reply

Angelyn_T
February 6, 2021

Hi there, @usercoppolalena.

 

There are a few options on how to send your books to Turbotax. I'm here to guide you with the process.

 

For a seamless connection between QuickBooks Self-Employed (QBSE) to TurboTax Self-Employed, both accounts need to use the same login information. If not, you can still keep both accounts the way they are, and do the following workarounds.

 

First, get your reports from QBSE.

 

  1. Open your QBSE account.
  2. Go to the Reports menu, then find the Tax details report and select the correct tax year.
  3. Select Download and save the report somewhere you can easily find it.

 

Then, manually enter the information into the TurboTax Self-Employed.

 

  1. Open a new browser, then sign in to TurboTax Self-Employed.
  2. Start or resume your tax filing.
  3. When you reach the section about income, use your Tax details report to complete the fields.
  4. Finish filling your taxes.

 

Moreover, you can either keep QBSE or TurboTax the same to sign in to both (QBSE and TurboTax). However, I would recommend reaching out to our Support Team for further assistance. This way, a representative can help you with choosing what data can move to the account you want to keep using.

 

Once everything is set, you follow can the regular steps to send your data to TurboTax Self-Employed.

 

Lastly, here's an article you can open to know more about sending QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.

 

If you need additional help with transferring your data to TurboTax, please let me know by adding a comment below. I'm always here to help. Have a good one!