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October 15, 2024
Question

Where is the "send to turbotax" button?

  • October 15, 2024
  • 1 reply
  • 0 views
Note: I do have a "send to accountant" button.

1 reply

October 15, 2024

We'll share details to help you access the Send to TurboTax button inside QuickBooks Self-Employed (QBSE), @moises3.

 

To utilize the Send to TurboTax button inside the program, please know you'll want to review and ensure you completed the tasks inside the Tax Checklist. We'll outline the steps to help you verify if you've completed tasks and you're ready to send your data to TurboTax:

 

  1. Access your QuickBooks Self-Employed company.
  2. Click the Home button.
  3. Select the Tax checklist link next to the Gear icon.
  4. Click a task on the list. This takes you to the task so you can finish reviewing your data.
  5. Finish the tasks on the tax checklist.

 

Once done, please see this page to help you send data to TurboTax: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

Moreover, here's an article to help you in case you encounter issues transferring data from QBSE to TurboTax: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed.

 

The Community space is open 24/7 if you need further assistance navigating options or transferring data to TurboTax. We encourage you to visit us or comment below so we can respond as soon as possible. Keep safe.