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dvanderpoole
Level 1

How to export Quickbooks self-employed data to intuit turbotax self-employed

 
1 Comment 1
GlinetteC
Moderator

How to export Quickbooks self-employed data to intuit turbotax self-employed

I'm here to help you with exporting, dvaderpoole.

 

The export can be done only from the online version of QuickBooks Self-Employed to TurboTax Online Self-Employed or TurboTax Live. Let's make sure your accounts are connected for the import to work. This means that you sign-in to QBSE and either Turbo Tax Self-Employed or TurboTax Live Self-Employed with the same login credentials. Please note that the export can only be done once, so make sure that the information in QuickBooks is final.

 

Here's how to export:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Don't enter any information in TurboTax before you import it.
  3. Click Tax Checklist, and then select Review final tax summary.
  4. When you're ready, select Send to TurboTax in the bottom of the screen.
  5. Select It's OK to send my info to send your information to TurboTax.

For additional details, you can check out this link: Send your tax info to TurboTax Online (Self-Employed or Live).

 

If you any other additional questions, you can post them anytime here.

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