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Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

 
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Best answer January 08, 2020

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Highlighted
Moderator

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

It's good to see you here in the Community, owendavis1234.

 

Before exporting your tax information from QuickBooks Self-Employed to TurboTax, ensure that both accounts are connected for it to work. Make sure to review the information before you send them to TurboTax.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed.
    1. Start here. Don’t enter any information in TurboTax before you import it.
  2. Select the Tax Checklist.
  3. Select Review final tax summary.
  4. After reviewing the information, select Send to TurboTax in the bottom right of the screen.
  5. Select It's OK to send my info to send your information to TurboTax.

You can refer to this article for more details: How do I send my QuickBooks Self-Employed tax information to TurboTax? 

Image result for How do I import QuickBooks data into TurboTax Business images
Image result for How do I export tax information from QuickBooks self-employed to TurboTax Business images

 

If the export fails, I'd recommend reaching out to our QuickBooks Self-Employed. They have the specific tools required to get this working for you. Our contact details can be found here along with our opening hours: https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/00/385590.

 

Also, if you have questions about TurboTax and its processes, you can reach them through this link: https://support.turbotax.intuit.com/contact/.

 

Feel free to post an update in the comments section or if you need further assistance. I'll be here to lend a helping hand. Have a lovely week!

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Highlighted
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Thank you for getting back to us, @owendavis1234.

 

I'm here share insights about exporting information to QuickBooks Self-Employed to Turbo Tax Self-Employed.

 

Your accounts are already connected since you use the same sign-in credentials with both QuickBooks Self-Employed and Turbo Tax Self-Employed it's one of the requirements when exporting information.

 

Also for the Tax Checklist, it will help you prepare all of your self-employed income, expenses, and deductions for tax filling. For now, the checklist won't available until mid-January but here's you can prepare before-hand.

 

You can check this article for additional information: QuickBooks Self-Employed - Annual taxes guide.

 

I'll be always around to lend you a hand if you have any other questions. Have a good one.

View solution in original post

13 Comments
Highlighted
Moderator

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

It's good to see you here in the Community, owendavis1234.

 

Before exporting your tax information from QuickBooks Self-Employed to TurboTax, ensure that both accounts are connected for it to work. Make sure to review the information before you send them to TurboTax.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed.
    1. Start here. Don’t enter any information in TurboTax before you import it.
  2. Select the Tax Checklist.
  3. Select Review final tax summary.
  4. After reviewing the information, select Send to TurboTax in the bottom right of the screen.
  5. Select It's OK to send my info to send your information to TurboTax.

You can refer to this article for more details: How do I send my QuickBooks Self-Employed tax information to TurboTax? 

Image result for How do I import QuickBooks data into TurboTax Business images
Image result for How do I export tax information from QuickBooks self-employed to TurboTax Business images

 

If the export fails, I'd recommend reaching out to our QuickBooks Self-Employed. They have the specific tools required to get this working for you. Our contact details can be found here along with our opening hours: https://quickbooks.intuit.com/learn-support/en-us/help-articles/support-hours-and-types/00/385590.

 

Also, if you have questions about TurboTax and its processes, you can reach them through this link: https://support.turbotax.intuit.com/contact/.

 

Feel free to post an update in the comments section or if you need further assistance. I'll be here to lend a helping hand. Have a lovely week!

View solution in original post

Highlighted
Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Greetings! 

 

Thanks for the info. Still have some questions, though. I do have the same login info for both QBSE and Turbo Tax Self Employed, but how do I "ensure that they are connected" and if they are not, how do I connect them? 

 

Secondly, in QBSE in the tax section there is no "Tax Checklist" nor "Review Final Tax Summary". It just shows a breakdown of my annual deductions and then an option at the top to download the tax info. 

 

Any further ideas?

Highlighted
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Thank you for getting back to us, @owendavis1234.

 

I'm here share insights about exporting information to QuickBooks Self-Employed to Turbo Tax Self-Employed.

 

Your accounts are already connected since you use the same sign-in credentials with both QuickBooks Self-Employed and Turbo Tax Self-Employed it's one of the requirements when exporting information.

 

Also for the Tax Checklist, it will help you prepare all of your self-employed income, expenses, and deductions for tax filling. For now, the checklist won't available until mid-January but here's you can prepare before-hand.

 

You can check this article for additional information: QuickBooks Self-Employed - Annual taxes guide.

 

I'll be always around to lend you a hand if you have any other questions. Have a good one.

View solution in original post

Highlighted
Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

My export keeps failing, or at least not importing the information. 

 

I go through Tax Checklist, click Review & Send, it sends to TurboTax, but no information is being imported. 

 

I've verified all credentials are same, tried clearing cookies/cache, logged in/out, incognito windows, etc. 

 

What can I do?

Highlighted
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Good day, acttune.

 

There's one thing we need to check why the details are not being imported into TurboTax. Let's make sure that your credentials for QBSE and TurboTax are the same. QuickBooks Self-Employed can only send info to TurboTax if they have the same login credentials. Sign in to your TurboTax account to verify.

 

Just a heads, we can only send the data into TurboTax once. If they have different credentials, I suggest contacting our Customer Support Team. They have workarounds for you so you'll be able to successfully transfer your data into TurboTax.

  1. Go to Help and select Contact us.
  2. Enter Send info to TurboTax in the question field.
  3. Choose either Start a chat or Get a callback.

You can also read this article: Send your info to TurboTax. From there, you can see the things we can do if the two accounts have different credentials.

 

Comment again you have more clarifications. I'll be right here to help.

Highlighted
Level 2

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

I can't contact QB during its limited hours due to my schedule and have wasted my whole day crying at how impossible it is to get any help from QBSE. It took me most of last week just to get past an error that kept my from finalizing my checklist. I FINALLY finalized things and it supposedly sent successfully but none of the data shows in TurboTax. TurboTax agrees it's a QB's problem but, as I've stated, it's disgusting at how difficult it is to reach anyone at QBSE. I need help resetting or otherwise actually transferring my data from QBSE to TurboTax. My login credentials are the same since I'm sure it was going to be asked. Can someone actually please help me?????

Highlighted
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Hi there, abbielynne.

 

You can perform a troubleshooting steps in re-triggering the option for export and import transaction.

 

Please be guided by the steps in this article: My QuickBooks Self-Employed data didn't show up in TurboTax Self-Employed.

 

Also, the support hours for Self- employed Customer Care Team are available from Monday- Friday at 6 A.M to 6 P.M and Saturday at 6 A.M to 3 P.M Pacific Standard Time

 

If you require more information, please let me know. I'd be more than willing to provide you more insights. Have a good one.

Highlighted
Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Did you ever get your situation resolved?  I am experiencing the same thing.

Highlighted
Moderator

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Thanks for looping in the thread, @08201992.

 

You may have entered something manually on the TurboTax Self-Employed before initiating the export process. This may cause issues when exporting information from QuickBooks Self-Employed.

 

To further investigate why you aren't seeing the data exported, it'd be best to reach out to our QuickBooks Self-Employed Support. They have the necessary tools to check this unexpected behavior and provide you with other ways to fix this issue.

 

Please let me know if there's anything else I can do to help you succeed with QuickBooks, I want to make sure you're taken care of. Thanks for coming to the Community, best wishes.

Highlighted
Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

But can I export to Turbo tax desktop version? If so, how? 

Highlighted
QuickBooks Team
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Thanks for checking in with us, Skipper56.

 

Yes, you can import your QuickBooks data into Turbo Tax. Let's make sure QuickBooks is installed on the same local drive as TurboTax (not networked) and needs to be registered.

 

If you're using an Online version, we'll need to export it to Desktop before it can be imported into TurboTax Business.

 

For the steps and details, check out this article: How do I import QuickBooks data into TurboTax Business?.

 

Feel free to reach out to our Turbo Tax Support Team if you need further assistance. They'll pull out your account in a secure environment and help you with this one.

 

I'm just one click away if you need a hand with managing your sales taxes. I'll be here to help. You have a good one. 

Highlighted
Level 1

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Mine not says send to accountant there is NO send or export to TurboTax!!!!!! Where is that option? Why doesn’t it show up?

Highlighted
QuickBooks Team

I am not seeing the place to export my tax info from QBSE to my Turbo Tax Self Employed. I read the directions, but I am not seeing the option in Quickbooks. Any ideas?

Thanks for following this thread, @SLM17. I'm here to help you get past this issue. 

 

There could be temporary files piled up in the browser's cache that's causing this unexpected behavior to happen. We can use a private or incognito window to confirm the browser-related issue. 

 

Here's how: 

 

  1. Launch Google Chrome as your main browser. 
  2. Press these keys together, CTRL+Shift+N
  3. Log in to your QuickBooks Self-Employed account. 

 

Check to see if you're able to see the option to export data to TurboTax. If that works, go back to your default browser and clear its cache to fix the problem. 

 

If the issue persists, use another supported and updated browser

 

For future reference, read through this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed. Follow the step-by-step guide to review and export your data directly to TurboTax. 

 

Feel free to come back if you have additional questions. We're always delighted to assist.

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