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April 12, 2024
Question

How do I import from Quickbooks to TurboTax?

  • April 12, 2024
  • 1 reply
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1 reply

JaeAnnC
April 12, 2024

It's nice to see you in the Community forum, @neen884802. I'll be glad to help you import your tax data from QuickBooks Self-Employed (QBSE) to TurboTax.

 

First, review your tax checklist. To do that:

 

  1. In your QBSE account, go to Home.
  2. Select Tax Checklist next to the Gear icon.
  3. Choose a tax on the list so you can finish reviewing your data.
  4. Finish the tasks on the checklist.

 

Once done, here's how to send your info to TurboTax:

 

  1. Select Download Reports and save them to your computer.
  2. Click Send to TurboTax.
  3. Review your TurboTax sign-in credentials. Ensure the email address is the one you use for TurboTax Self-Employed.
  4. Once ready, select Send to TurboTax.

 

For more details, please see this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

Additionally, you can give your accountant access to your QBSE company file to review your books and make corrections.

 

Let me know in the comments below if you have other questions about sending your QBSE data to TurboTax. We're always here to help. Stay safe.