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lynner4-aol-com
September 11, 2022
Question

QuickBooks online data to TurboTax aa

i really need help before Intuit gets back to work on Monday.  I am fairly freaking out and holding back tears .  I need to get my 2021 taxes filed this weekend so I can get K-1s to my partners.  

 

When I changed to Online in August, I was told that I could automatically move info from Online to Turbotax automatically. clearly, not the case. 

 

My old desktop version stop being supported 5/22/2022.  How in the whole can I make this happen?  I have checked the community but no question answered after February 2022

3 replies

Klent
Level 8
September 11, 2022

Thank you for posting in the Community, lynner4-aol-com.

 

I can see the urgency of getting your taxes filed. Currently, there isn't a direct way to move your data from QuickBooks Online to TurboTax. 

 

Since your QuickBooks Desktop product is already unsupported, you can download and install the trial version of QBDT 2022. After that, you'll need to transfer your QBO to QBDT. When you're all set up and ready, follow these steps to import your tax data:

 

  1. Sign in to your TurboTax account and continue to your return.
  2. From the File menu, select Import and then choose From Accounting Software.
  3. Select QuickBooks (2019-2022), then click Continue.
  4. Follow the onscreen instructions to complete the process.

Keep in mind that your data file should be saved to your local drive, not on the network or cloud to avoid unexpected errors. Also, you'll have to leave QuickBooks running and keep your company file open during the importing process. 

 

For more resources in preparing and submitting your return in TurboTax, you browse some topics from this page: File taxes.

 

 If you need more help in managing your taxes, please don't hesitate to add a reply below. I'll be more than happy to assist you again.

lynner4-aol-comAuthor
September 11, 2022

thanks for your response. I am struggling with a step.  i have downloaded the trial version, how far do I go in the install?

 

I have already exported the online data.

 

I am struggling with shat to do next

LieraMarie_A
LieraMarie_A
Level 8
September 11, 2022

Hi there, @lynner4.

 

Thanks for following up on this thread. I'm here to make sure you can get your QuickBooks Online (QBO) data transferred to TurboTax. This way, you file your 2021 taxes.

 

It can sometimes take a while to install QuickBooks Desktop. Once the installation is complete, go to your QBO account and download the migration tool. After that, export your data. You may skip this process if you've already done this.

 

  1. Sign in to the QBO account you want to convert using a supported web browser. Use your Intuit Account credentials.
  2. Select the URL and replace anything after /app/ with exportqbodatatoqbdt.  The URL should say https://app.qbo.intuit.com/app/exportqbodatatoqbdt. Then select Enter on your keyboard. Other support task links won't work during this process.
  3. You'll see an Export Overview Window. Read the export overview. You can print out it if you'd like. Choose Get Started.
  4. Click Download tool to download the QuickBooks Desktop migration tool.
  5. Once you download the tool, launch the tool to install it and hit Next.
  6. Accept the terms in the license agreement and then Next.
  7. Choose Complete as the type of setup, then Next.
  8. Select Install, then Finish.

 

Then, refer to this article and proceed to step 3 and then 4 to move your data: Convert your QBO data to QBDT.

 

One done, sign in to your TurboTax account and import your data by following the steps provided by KlentB. You may also refer to this link: How do I import QuickBooks into the TurboTax CD/Download for Windows?.

 

Be sure to tap me if you need further assistance with the conversion process and let me on how these instructions turn out. I'm always around to help. Have a great day!

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