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-thericeladycate
Level 1

How do I import my reports to turbo tax

 
2 Comments 2
4Gal
Level 11

How do I import my reports to turbo tax

Do you need to export data from QBO to TurboTax Desktop? You can use the trial version of QB Desktop 2022 or any newer version to convert data from QBO to QB Desktop file as the first step.

Jelayca V
QuickBooks Team

How do I import my reports to turbo tax

It's great to know that you are interested in importing your data into TurboTax, thericelady. I'll be happy to provide you with some helpful tips and insights to make the process easier. 

 

Currently, it's not possible to import your QuickBooks Online (QBO) report directly to TurboTax. However, I'd like to suggest an alternative method to help you achieve your goal.

 

You can transfer your data to QuickBooks Desktop, and then import it to Turbo Tax. To do this, you'll want to download a QuickBooks Desktop (QBDT) trial version. Then move your data from the Online version to QuickBooks Desktop.

 

Once you have transferred your data to QuickBooks Desktop, you can import it to TurboTax Business by following these simple steps: 

 

  1. Log in to your TurboTax and go to the File menu.
  2. Select Import and click From Accounting Software.
  3. Choose QuickBooks and click Continue.
  4. Follow the on-screen instructions to complete the process.

 

For more detailed instructions, you can refer to this article: How Do I Import QuickBooks Data Into Turbo Tax Business?

 

Moreover, I would like to share a resource with you that can help you customize different reports in QBO so that you can get the right data you need. You can learn more about this by visiting this link:  Customize Reports In QuickBooks Online.

 

If you need further assistance with migrating your files, please don't hesitate to add your questions below. I am always here to help.

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