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January 5, 2019
Question

How do I import my quickbooks online data into turbotax business desktop?

  • January 5, 2019
  • 12 replies
  • 0 views
Original commenter did not share additional details

12 replies

February 27, 2021

I'm not using the online version, the desktop version. I still can't understand why I can't import my company tax information into TurboTax!

February 27, 2021

Hello @NemesysSoft,

 

Let me help share how you can import your data from QuickBooks Desktop to QuickBooks TurboTax.

 

Normally, TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks Desktop software with versions 2014-2020. Let's consider the following requirements below:

  • QuickBooks 2014-2020 software is installed on your computer, along with TurboTax
  • QuickBooks data file should be saved to your local drive, not in any network or cloud drive
  • Tax year's financial data in QuickBooks is complete, and that you've assigned tax lines to your accounts
  • During the import, leave QuickBooks running and keep your QuickBooks data file open

Once done, here's how you can transfer your data:

  1. Open your tax return in TurboTax.
  2. From the TurboTax File menu, select Import.
  3. Select From Accounting Software.
  4. Choose QuickBooks.
  5. Click Continue.
  6. Follow the on-screen instructions to complete the transfer.

In addition, here's a couple of articles you can read to learn more about the import:

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for QuickBooks Desktop.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

February 27, 2021

Too bad you took a year to NOT answer my question.  Your answer to show how to import from QB Desktop is not what I asked. 

 

I asked how to get Quickbooks O N L I N E   data into  TURBOTAX BUSINESS Desktop. 

January 24, 2022

I'm promptly ending my use of quickbooks thanks to this lovely mess.  This sort of clashing is exactly what forces people to 'accidentally' purchase extras and not end free trials in time.   You cant transfer crap without downloading the desktop version and converting.