You need to navigate to the Tax checklist button beside the Gear icon to process the importation of your data, vringrose. I'll be glad to guide you in this process.
To begin, please review all your data, to ensure everything looks good and accurate before importing these to TurboTax. Please follow these steps to follow:
- Login to QuickBooks Self-Employed (QBSE).
- Select the Tax checklist link beside the gear icon.
- Review your data.
- Finish the tasks on the tax checklist.
Once you have verified that all information is accurate, you can send it to TurboTax. Before doing so, please ensure you open your TurboTax account in the same browser. After that, follow the steps below:
- Click on Download reports and save them to your computer. This information is necessary for reviewing specific sections in TurboTax.
- Next, click on Send to TurboTax.
- Check your TurboTax sign-in details. Ensure that the email address matches the one you use for TurboTax Self-Employed.
- 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.
Additionally, if you're still unable to transfer your data to TurboTax after attempting 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:
- Open your QBSE account.
- Go to the Help(?) button.
- Click Contact Us.
- Write your concern from the What can we help you with? field. Once done, click Continue.
- 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.
I'll also include this article for you to read or save if you have questions about what information won't be exported to TurboTax: Why some deductions don't automatically export to TurboTax Self-Employed.
It's our goal to ensure you have a seamless process in importing your data, vringrose. If you have other concerns and question with this process, feel free to reply to this post. We're always available to help you.