I get hopelessly lost and confused when I wonder about the Intuit / Quickbooks web site(s). Since Quickbooks Online does not offer importing data into TurboTax, I'm looking for alternatives that do and, perhaps, willing to make some sacrifices to get there.
I currently have all of my data in QuickBooks Online so I need a product that can pull in my Quickbooks Online data although, since it is the start of a new year, I could perhaps forgo that requirement too.
I'd much prefer a product that has a lifetime license and offers upgrades that I can pick and choose rather than a subscription model.
I'd prefer a product that runs on a Mac or a virtual platform if possible.
What are my choices?
I have suggestions about the platform you're looking for, @pedz.
Importing your data to TurboTax is my focus here. I'll make sure you can do this in QuickBooks.
You can use our QuickBooks Desktop (QBDT) for Windows platforms. By using this version, you can import your data online into TurboTax. If you want to utilize this, I'd recommend converting your QuickBooks Online data to the desktop. After that, import the data to your TurboTax. To do this, follow the steps below:
For more details, see this link: How do I import QuickBooks into the TurboTax CD/Download for Windows?
Although you can use our QBDT for Mac, it's such a complex process. Since TurboTax only supports data from QBDT for Windows. Here's the process:
Another option is to use a third-party app. Thus, you can import your QBO data directly into your TurboTax account. If you wish to continue, please visit our QuickBooks App Center.
Please check this article to see how your data convert from QuickBooks Online to QuickBooks Desktop and what are the limitations when moving between two software: Limitations when you convert from QuickBooks Online to QuickBooks Desktop.
If you need further assistance in migrating your files, please feel free to add them below. I'll be right here to keep helping. Take care, pedz.
What kind of virtualized solution do you need? Some of our clients have been running their QBD Premier/Enterprise on Citrix. If they don't have any IT in-house team, we recommend them to use a simple private cloud solution. They are able to let LAN users and remote users access the same file in multiuser mode.
I don't recommend to run QBD on any VPS environments (e.g AWS). Once you encounter any issue, they won't help to resolve it. You should run QBD on any authorized QB hosting or setup a simple private cloud solution as I mentioned earlier.
I can do my own IT. That is what my son keeps suggesting: just get a cheap PC and stuff it in a corner somewhere and use it only for this purpose. I may end up doing that.
Thank you for all your help
Please I need a simple, straight answer:
I have TurboTax Home and Business 2021 and QuickBooks Desktop Pro 2018.
In TurboTax there is no option of importing from QB 2018.
TurboTax crashes when I try to import.
This worked for the past 10 years (with different versions of QB and TT) and now it does not work anymore.