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gtorbenson-azsod
Level 1

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

 
9 Comments 9
JamesAndrewM
Moderator

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

Thanks for joining the QuickBooks Community forum and sharing your concerns. I'm here to impart information about exporting your QuickBooks Online data to TurboTax.

 

It is not currently possible to import QuickBooks Online data directly into TurboTax. You can do so by using QuickBooks Self-Employed or QuickBooks Desktop. You may want to consider having these subscriptions so you can export your tax file to TurboTax.

 

For a comprehensive walkthrough on importing the data into TurboTax, refer to these articles: 

 

 

Please do not hesitate to reach out to us again if you have any additional concerns regarding QuickBooks. We are always here to assist you with any questions you may have. Stay safe!

4Gal
Level 11

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

@gtorbenson-azsod 

You need to convert your data to QB Desktop file as the first step.

gtorbenson-azsod
Level 1

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

How do I convert my data to QB Desktop file within QB Simple Start?  I do not see this as an iption.  I do not have QB desktop or QB self-employed.  My data is only in QB Simple Start.   Thanks

 

 

4Gal
Level 11

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

IrishNinoJ
QuickBooks Team

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

Welcome to the Community, gtorbenson. Let me help you import your data to TurboTax.

 

I recommend using a free trial QuickBooks Desktop (QBDT) first before converting your company file. Let me guide you how.

 

If you don't have a QBDT installed on your computer, you can download our free trial version. With this, QBO data can then be moved or converted to QBDT. Please refer to this article for more details: Export and convert your QBO data to QBDT.

 

Once done, you can follow these steps to transfer your QBO data to TurboTax Business:

 

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

 

In addition, you can check out this article to ensure all the data and numbers are correct: Run reports in QBO.

 

If you have additional concerns about importing data, feel free to come back here in the Community. We're here to assist you 24/7.

gtorbenson-azsod
Level 1

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

Thanks,  I don’t own QB Desktop or Sellf-Employed.  Is there a free version of either?  Seems odd that you cannot import data from online QB to TurboTax.  

gtorbenson-azsod
Level 1

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

Thanks,  I don’t own QB Desktop or Sellf-Employed.  Is there a free version of either?  Seems odd that you cannot import data from online QB to TurboTax.  

4Gal
Level 11

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

Anonymous
Not applicable

How do I create/export tax file using Quickbooks Simple Start plan so I can import into TurboTax.

I’ve got you covered in converting your QuickBooks Online (QBO) data to QuickBooks Desktop (QBDT), gtorben. This way, we can start importing them into your Turbo Tax Business file. 

 

Since there’s no direct way to import your data directly into your Turbo Tax account, we can utilize the QBDT free trial version where you can move your QBO file and transfer it to Turbo Tax. Feel free to visit this resource to start moving your QBO file to QBDT: Move your QuickBooks Online data to QuickBooks Desktop.

 

After that, we can start downloading the QBDT trial version. The complete guidelines are outlined in this article: Download a trial of QuickBooks Desktop.

 

Right from your QBDT Company file, we can start importing them into the other application using the steps below:

 

  1. Log in to your TurboTax account and continue to your return.
  2. In the TurboTax File menu, tap Import.
  3. Then, select From Accounting Software.
  4. Select QuickBooks (2019-2024), then hit the Continue button.
  5. Lastly, follow the onscreen instructions to finish.

 

The steps above should get you going on importing your QuickBooks data. Moreover, don’t hesitate to post to this thread if you have additional questions about the process. Have a good one!

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