Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed

Learn what to do if your data doesn't move over automatically.

If you sent your accounting data from QuickBooks Self-Employed but it didn't appear in TurboTax, don't worry. There are certain tasks you need to do before the export can finish. Here's what to check in QuickBooks Self-Employed and TurboTax Self-Employed.

Note: If you already entered info into TurboTax Self-Employed before you started exporting, it may block data. Reach out to our support team so we can help you restart the process.

Step 1: Start from QuickBooks Self-Employed

You need to start the export process from the QuickBooks Self-Employed. If you started from TurboTax Self-Employed directly, need to sign out and sign in to QuickBooks Self-Employed.

When you start the export, make sure you are not logged into any other Quickbooks product. This can cross wires and block data.

Note: Also, check which version of TurboTax you have. You can send your data to TurboTax Self-Employed or TurboTax Live Self-Employed.

Step 2: Complete the tax checklist in QuickBooks Self-Employed

Make sure you completed the tax checklist in the Annual taxes tab in QuickBooks Self-Employed. If the checklist is still visible, there is more prep to complete before you can export.

Step 3: Follow the questionnaire in TurboTax Self-Employed

After you export everything from QuickBooks Self-Employed, TurboTax asks you to complete a questionnaire. It goes over basic tax and business info. Follow the onscreen steps for each question. There are several questions so it will take time.

Complete all the questions up to the Wages and income page in the Federal tab. When you get to the Self-employment income and expenses section, the export is complete. You should see all your data.

Step 4: Check for messages in the Schedule C section of TurboTax Self-Employed

After you answer all the questions, you can look for your QuickBooks Self-Employed data. Type “jump to Schedule C” in the search bar to go to the Schedule C section.

Look for any messages asking you to review your info. Follow the onscreen steps to do the review.