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CasTakeOver
May 18, 2021
Question

I started a sole proprietor LLC in April 2020 & have a QB Plus where all my business invoices and transactions are done (Not self employed QB). Now it's tax time how do I merge my reports and statements from QB Plus to TurboTax... or is it not possib

  • May 18, 2021
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1 reply

May 18, 2021

Thanks for posting here today, @CasTakeOver.

 

I have some information about merging data from QBO to TurboTax. You'll want to move your QBO data to QuickBooks Desktop (QBDT) first. From there, you can import the file to TurboTax.

 

Let me guide you how:

 

  1. Download a trial version of QuickBooks Desktop
  2. Then, export data file from QuickBooks Online to Desktop
  3. Once done, follow the steps below to transfer your QuickBooks data into TurboTax.
    1. From the TurboTax File menu, go to Import, then tap From Accounting Software.
    2. Select QuickBooks (2020) and click Continue.
    3.  Follow the onscreen instructions that'll walk you through the rest.

 

For details, check out this article: How do I import QuickBooks data into TurboTax Business?

 

 

On the other hand, you can check on the website for a third-party app to integrate with QBO and TurboTax without installing QBDT. Here's the link: https://quickbooks.intuit.com/app/apps/home/.

 

To learn more about sending tax, please contact our TurboTax Support. They'll be able to answer all your queries related to it.

 

Let me know if you have follow-up questions or concerns about taxes and the program. I'm just a comment away. Take care and have a lovely day ahead.