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Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live

SOLVEDby QuickBooks221Updated 1 year ago

Learn how to get your self-employed tax info into TurboTax Self-Employed or TurboTax Live.

QuickBooks Self-Employed tracks your self-employed income so you're ready for tax season. When it's time to file, you can export your data directly to TurboTax Self-Employed. This saves time and prevents data entry errors. Here's how to send your info to TurboTax Self-Employed and review everything after you send it.

If you don't use TurboTax, here's how to get your tax reports so you can file with other programs. Note: If you upgrade to the Tax Bundle or Live Bundle, you can also export to TurboTax Live. Your subscription covers the cost to file your taxes with TurboTax Self-Employed.

Step 1: Review your tax checklist

  1. Sign in to QuickBooks Self-Employed.
  2. Select Home.
  3. Select the Tax checklist link next to your profile⚙ icon.
  4. Select a task on the list. This takes you to the task so you can finish reviewing your data.
  5. Finish the tasks on the tax checklist.

Step 2: Send your info to TurboTax

After you finish the tax checklist, follow the links at the bottom:

  1. Select Download reports and save them to your computer. You may need this info to check certain areas in TurboTax.
  2. Select Send to TurboTax.
  3. 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.
  4. When you're ready, select Send to TurboTax.

QuickBooks connects to and opens TurboTax. Then select whether you want to send your info to TurboTax Self-Employed or TurboTax Live.

Important: Even if your sign-in info is the same, you still may need to sign in to TurboTax. If you don't have a TurboTax account yet, we'll help you create one.
If your TurboTax and QuickBooks Self-Employed sign-in info are different, follow these steps to send your data to the correct account.

Step 3: Review your info in TurboTax

TurboTax guides you to make sure all of your data imports correctly.

  1. Select Continue and follow the onscreen steps.
  2. Answer the basic questions about you and your tax situation.
  3. Verify your info before moving on to each step.

When you finish answering, TurboTax imports your QuickBooks Self-Employed data. If you don't see your data, don't worry. Follow these steps if your data didn't transfer.

  1. Select Let's get started.
  2. Go to the Income & Expenses tab in TurboTax.
  3. In the Self-employed income and expenses section, select Review.

Now you can review the data QuickBooks sent to TurboTax.

  1. Follow the onscreen steps to review basic info about your self-employed work and income.
  2. On the summary page, review the Information we need to confirm section.
  3. If everything looks good, select Looks good.
  4. On the next summary page, review your income details and expense categories. Select Review for any section that needs review. If you want to make changes, select Edit.
  5. If you need to add additional income or expenses, select Add income for this work or Add expenses for this work.
  6. When you're finished, select Done.
Important: We recommend you review all of your data, even if everything looks good.

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