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jeremybierce
Level 2

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

I don't understand why this is so hard. This is the very reason that I bought both Intuit products! I should be able to export a file from QB and import that file into TT.
15 Comments
KristyS
QuickBooks Team

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Hi there, jeremybierce.

QuickBooks Online data must first be exported to QuickBooks Desktop before it can be imported into Turbo Tax. You can go through this article for the steps: Export data file from QuickBooks Online to Desktop

Once done, you can import your data from QuickBooks Desktop into Turbo Tax. This process is already handled by the TurboTax team. I found an article from there Support page, but if you need assistance, feel free to give them a short call.

I'll be around if you have any questions about QuickBooks. 

Rustler
Level 15

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

@ jeremy

QuickBooks Online data must first be exported to QuickBooks Desktop before it can be imported into Turbo Tax.

Don't bother

The export is not complete nor accurate for all but the simplest of businesses

https://community.intuit.com/articles/1145409-export-limitations



jeremybierce
Level 2

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Thanks Rustler. I'm not paying another $200+ for Quickbooks desktop so it's comforting to know that it doesn't work great. I don't make enough money to justify it. But, with the amount of time it's going to take me to manually transfer the data from Intuit software to Intuit software that I've paid so much money for, I should have just used cheaper accounting software and paid a tax accountant to do my taxes. Would have been about the same amount of money in the end and saved me time.

jeremybierce
Level 2

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Thanks for your response. I'm obviously not going to pay more money just for the ability to do this export. As I mentioned in my other post, I could have saved myself time and probably money by not using Intuit products. I'm a single-member LLC that would do about $60k in sales working part-time so I'm looking for a cost-effective solution that saves me time in accounting and taxes. Quickbooks Online hasn't done anything for me that I couldn't do with cheaper or even free software. The reason I selected it is because I expected it play nice with TurboTax Online. If it doesn't, then I have no use for either product and simply won't use them going forward.

JonpriL
Moderator

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Hi @jeremybierce,

 

 

As much as possible, we want you to get a seamless migration experience while ensuring you don't get extra subscription expenses. And I'm here to guide you on how to proceed and get the best help possible.

 

If you're a single-member LLC that'll be filing 1040 ES form and also uses categories in line with Schedule C IRS for self-employed, I recommend using QuickBooks Self-Employed. It's the QuickBooks version that suits to your tax filing needs and it has the ability to export your data to Turbo Tax Self-Employed (for bundled subscription).

 

Please know that you'll need to manually enter your account settings and transactions if in any case you'll opt to proceed with the migration.

 

But before anything else, I recommend professional advice from your accountant about which would be the option to take.

Also, you have the option to contact our TurboTax Customer Support. They can check your account and possible options both about your billing and migration concerns.

 

I've found these articles here you might want to read about TurboTax integration:

Please feel free to leave a comment below or start a new conversation if you have any other concerns.

bierce4253
Level 1

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

So, I'm actually using Quickbooks Essentials, which appears to be a higher level of Quickbooks. After using it, I probably didn't need all of these features but wasn't sure when I was signing up. Can I downgrade to Self-Employed and then do this? 

Is the "Desktop" version included or do I have to purchase that separately?

Charies_M
Moderator

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Thanks for getting back, bierce4253

 

Allow me to step in and provide additional insights about the switching to QuickBooks Self-Employed.

 

There is no option to downgrade your QuickBooks Online (QBO) Essentials to QuickBooks Self-Employed (QBSE). You'll need to cancel your current QBO account and sign up to QBSE.

 

The following articles will help you through the whole process of cancelling QBO and signing up with QBSE:

If you are looking for a software that can help you with your taxes you can sign up with our QuickBooks Self-Employed Tax Bundle. This includes both QBSE and Turbo Tax Self-Employed for one subscription. 

 

On the other note, if you're referring to QuickBooks Desktop (QBDT) being included when switching to QBSE, the answer is no. QBDT is a separate software.

 

That's it. If you have any other questions about this, feel free to keep in touch with me. I'm always around to help.

mtrappe
Level 1

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

why why why???? I pay over $600/yr for my Quickbooks Plus Oneline account. Why the hell can't I send my data into Turbotax? This is infuriating. I'm going to look at other competitor software.

rodalen
Level 2

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

I just found out that I am in your boat. I have been being pushed to Quickbooks online (Plus) for the past two years. I finally made the move. And now when trying to do taxes I find out that quickbook (online) doesn't communicate with Turbo Tax. What a scam and shame. I had to get the desktop version of Turbo tax because the online versions don't handle it all and now its a cluster F***! How does a tech company pull a scam like this with a SAAS push and then cost us more in time to fix their incompetence. I now want to ditch any Intuit product because I think they were not forthright and trasparent. In reviewing on google they have pushed real responses and problems down with paid adds and SEO muscle. I cant wait until the next player displaces them by offering a good solution.

TradeAccountant - Henry
Level 1

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Hello,

I am curious to know what you finally decided to use for business year 2019? I've worked with Intuit off an on for over 15 years and still kind of hate them. Even if I wanted to develop a solution for this crap I'm hesitant because they could sneeze and suddenly, no mark opportunity for me. Plus, from reading your comments it seems a solution is not something you would pay for.

 

Henry

cetanorak
Level 2

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

This is insane.  So we purchase Quickbooks Online and in order to get data into Turbotax we have to first purchase Quickbooks Desktop?? 

MaryGraceS
Moderator

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

Hi there, @cetanorak.

 

Currently, the ability to link or integrate QuickBooks Online (QBO) to Turbo tax is unavailable. This option is only available in QuickBooks Desktop (QBDT) and Self-Employed (QBSE)

 

As a workaround, enter your transactions manually or export QBO data first to QuickBooks Desktop, then import it into your TurboTax account. If you choose the latter, you don't need to purchase a QBDT license. You only need to convert it to Desktop using a trial version to import the data successfully. 

 

Once done, refer to the steps below on how to transfer your Quickbooks data into Turbo Tax:

 

  1. From the TurboTax File menu, select Import, then click From Accounting Software.
  2. Select QuickBooks (2020) and click Continue.
  3.  Follow the onscreen instructions.

You can also use the article on how to import QuickBooks into Turbo Tax: How do I import QuickBooks data into TurboTax Business?.

 

If you have any other questions about sending your tax info, I recommend you contact our TurboTax Support team. They have a dedicated community site to answer all the tax and product questions that you have.

 

Stay in touch if you have any follow-up questions. Just add a comment below by clicking the Reply button below.

TJones9922
Level 1

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

I am in the exact same situation with both of the Suzanne extreme online subscriptions and so frustrated right now I can't so you... I just got off the phone for 3 1/2 hours being transferred from Turbotax product Specialist to a supposedly knowledgeable CPA with expertise in all into products, which was completely a waste of time and couldn't tell me how to expense my lease vehicle yet she's a CPA that I'm paying for, this is beyondwhich was completely a waste of time and couldn't tell me how to expense my lease vehicle yet she's a CPA that I'm paying for, this is beyond a scam and we some money but always around cluster we are the software out there that integrates so much easier unfortunately I'm stuck and if so are you can pleasea scam and we some money but always around cluster we are the software out there that integrates so much easier unfortunately I'm stuck and if so are you can please tell me who to contact to get a refund credit or whatever it needs to be done in order for me to not be out of pocket any more money and get my taxes filed by the end of the week please please please!!!

TJones9922
Level 1

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

I appreciate the time to explain a workaround, Coates unfortunately TurboTax Customer Support product Service team  has been useless and have no knowledge of the products did the employee and I am baffled but what is taking place... If you don't mind give me more insight how to implement the process you spotted you earlier I would greatly appreciate it!

 

KlentB
QuickBooks Team

How to I export from Quickbooks Essentials (online) to TurboTax Self Employed (online)? QB is registered with LLC info and TT is registered with personal info.

I know that this hasn't been easy for you and your business, TJones9922.

 

I'll take note of your experience with our phone support so we can submit proper feedback to the management team. That being said, I want to make it up to you in the Community space.

 

As mentioned above, the option to directly link your QuickBooks Online account to TurboTax is unavailable. We'll have to convert your QuickBooks Online data to QuickBooks Desktop first before it can be imported to TurboTax. We can a download trial version of QBDT then refer to this link in converting your data.

 

Once this process is done, we can now start moving your Quickbooks data to Turbo Tax:

 

  1. Go to the TurboTax File menu, then select Import.
  2. Click From Accounting Software.
  3. Choose QuickBooks 2020, then select Continue.
  4.  Follow the on-screen instructions to successfully import your data.

For more information about this process, you can read this article: Import QuickBooks data into TurboTax Business.

 

Though, I'd like to have another go at helping you through the phone. I know that you've already contacted us but we're unable to pull up your account here since this is an open forum. You can use the same phone number or  visit this link to reach out to our supports: TurboTax Support Team

 

In addition, we have a dedicated community for TurboTax that can answer all your tax and product-related questions. I'd suggest posting your questions there so that the TurboTax Community Team and other users will be able to help you out.

 

We're open here 24/7 and always ready to assist, so please don't hesitate to visit us again if you further questions about this topic or any other concerns.

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