Do you split transactions into Business and personal in QBSE online then transfer to TurboTax Home & Business desktop?

Hello there, Dflex. I can share some details to help you clarify things about migrating transactions to Turbotax.

Labeling your entries as personal or business before sending them to TurboTax is unnecessary. However, assign the appropriate categories to your transactions in QuickBooks Self-Employed beforehand. Then, if necessary, you can review your transactions and make any updates in TurboTax.

Here are some resources to help you manage your transactions:

• Manually add transactions in QuickBooks Self-Employed
• Create rules to speed up reviews in QuickBooks Self-Employed

If you have questions or concerns about managing your data, kindly reply to this message or post it in the Community section anytime. I'll check back in with you promptly. Keep safe.