Hi there. I've got the steps to help you import your QuickBooks Self-Employed data into Turbo Tax.
First step is to review your tax checklist. Follow the steps below to be guided:
- Sign in to QuickBooks Self-Employed.
- Select Home.
- Choose the Tax checklist link next to your profile⚙ icon.
- Select a task on the list. This takes you to the task so you can finish reviewing your data.
- Finish the tasks on the tax checklist.
Once done, you can now send information to TurboTax. Here's how:
- Go to Download reports and save them to your computer. You may need this info to check certain areas in TurboTax.
- Select Send to TurboTax.
- Review your TurboTax sign-in info. Make sure the email address is the one you use for TurboTax Self-Employed. If it's not, select the link to learn more.
- When you're ready, select Send to TurboTax.
For more guidance, check out this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.
In case you're having trouble transferring data to Turbo Tax, you can follow the suggested steps provided in this article: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed
I'll be right here to keep helping if you need additional assistance in maintaining your accounts. Take good care.
