How do I transfer my tax info from my QB self employed account to Turbotax for tax season? The support won't help and everything seems to be outdated online, Youtube, etc

I appreciate the efforts you've made to send over your tax details from QuickBooks to TurboTax, B999. To complete this, please click on the Tax Checklist button located next to the Gear icon. I'll be glad to guide you throughout the process.

Firstly, please review all your data to ensure accuracy before importing it into TurboTax. To do so, please follow these steps:

1. Login to QuickBooks Self-Employed (QBSE).
2. Select the Tax checklist link beside the gear icon.
3. Review your data.
4. Finish the tasks on the tax checklist.

Once done, you can send it to TurboTax. Before doing so, ensure that you open your TurboTax account in the same browser. Then, follow the steps below:

1. Click on Download reports and save them to your computer. This information is necessary for reviewing specific sections in TurboTax.
2. Next, click on Send to TurboTax.
3. Check your TurboTax sign-in details. Ensure that the email address matches the one you use for TurboTax Self-Employed.
4. When you are prepared, click on Send to TurboTax.

After this process, make sure to review the information that has been imported into your TurboTax. For guidance, please see Step 3 of this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

However, if you still can't transfer your data to TurboTax after following the suggested steps, I recommend contacting our live support team. Our experts are equipped with the essential tools and expertise to assist you in smoothly and securely navigating this process.

To do so, please follow the steps below:

1. Open your QBSE account.
2. Go to the Help(?) button.
3. Click Contact Us.
4. Write your concern from the What can we help you with? field. Once done, click Continue.
5. On the How would you like to connect with us? section, select how you want to connect with us.

Please know that QBSE support team is only available Monday to Friday, from 6 AM - 6 PM PT.

Additionally, I'll provide this article for you to read or keep for future reference in case you have questions about which information doesn't automatically transfer to TurboTax: Why some deductions don't automatically export to TurboTax Self-Employed.

If you have other questions or concerns about this process, feel free to comment below, B999. We'll be here to help you anytime.