Welcome to the Community, bwoonsook.
I'm here to help you transfer Quickbook Self-Employed (QBSE) data to Turbo Tax Home.
First step is to review your tax checklist. Follow the steps below to be guided:
- Sign in to QuickBooks Self-Employed.
- Select Home.
- Choose the Tax checklist link next to your profile⚙ icon.
- Select a task on the list. This takes you to the task so you can finish reviewing your data.
- Finish the tasks on the tax checklist.
Once done, you can now send information to TurboTax. Here's how:
- Go to Download reports and save them to your computer. You may need this info to check certain areas in TurboTax.
- Select Send to TurboTax.
- 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.
- When you're ready, select Send to TurboTax.
Moreover, if your QBSE account and TurboTax are already connected, the data imported will fall under the name used in QBSE.
You may find this article helpful to learn about the process of getting your self-employed tax info into TurboTax Self-Employed or TurboTax Live. From here you can have the steps on how to review your info in Turbo Tax after transferring them: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.
In case you're having trouble transferring data to Turbo Tax, you can follow the suggested steps provided in this article: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed
Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.
