Help me transfer QBSE data into Turbo Tax. I have the Tax Bundle subscription, but the option to transfer data doesn't exist. Help!

Hi there, @mattlaguardia. I'm here to help you transfer your QuickBooks Self-Employed (QBSE) data to TurboTax. 

To start, let's first review your tax checklist in your QBSE account. Here's how:

1. Log in to your QBSE company and select Home.
2. Next, click the Tax checklist link beside your profile icon.
3. Then, select a task on the list. This takes you to the task so you can finish reviewing your data.
4. Finish the tasks on the tax checklist.

Once done, you can now proceed in sending the data:

1. Click the Download reports and save them to your computer. This is to make sure you have a copy of the info for checking certain areas in TurboTax.
2. Next, click Send to TurboTax.
3. Then, review your TurboTax sign-in info. Ensure the email address is the one you use for TurboTax Self-Employed. If it's not, select the link to learn more.
4. Once ready, click Send to TurboTax.

For reference about the process, check out this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. 

In case you encounter difficulties when transferring the data, feel free to visit this article for fixes: QuickBooks Self-Employed data won't transfer to TurboTax Self-Employed. 

I've also attached this helpful resource that you can use as a guide in preparing your taxes: Annual tax guide. 

I'm just around the corner to help in case you have any other concerns about transferring QBSE data to TurboTax. I'd be happy to provide additional help. Have a good day ahead and take care. 

Hello, and thank you for the reply.

I read through the instructions covering the process.  Unfortunately my account does not show any link labeled "Tax Checklist".  See the attached screenshot--I can only upload one, so I chose the mobile app.  I can export files as excel, but nothing else.  What am I missing?  

Thanks in advance.

Thanks for providing the screenshot, mattlaguardia.

The Tax Checklist button is located at the upper part of the page in your QuickBooks Self-Employed account. You may have experienced some browser issues that result in this unexpected behavior. Let's run some troubleshooting steps to fix it.

Before we proceed, please ensure you're logged in only to your QBSE account. Then, you access your account using an incognito window. Here are the shortcut keys to quickly open it:

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox
• Control + Option +P if you're using Safari

Go back to your normal browser if you can see the checklist. After that, clear the cache to remove outdated internet files to refresh the system.

If the issue persists, I recommend contacting our QuickBooks Self-Employed Support. They have the tools to pull up your account and further investigate the root cause of this.

I'll be around to help you if you have further questions or concerns. Have a great day.

That option doesn't exist in my account even in incognito mode.  See the screen shot.

Migrating your data shouldn't be this complicated, mattlaguardia.

Let me make it up to you by ensuring the missing Tax Checklist option gets investigated.

I'd recommend reaching out to our QuickBooks Support Team. They have full access to your account and can determine why the option is missing. They're also equipped with tools to help you transfer the data.

Here's how:

1. Log in to your QuickBooks Self-Employed account.
2. Go to the Assistant window.
3. Type in Talk to human.
4. Click the send icon.
5. Repeat the steps until the Start a chat or Get a callback option shows.

To know their availability, please see our support hours.

Additionally, I've added these resources that'll help you learn more about the migration process:

• Why Some Deductions Don't Automatically Export to TurboTax Self-Employed
• QuickBooks Self-Employed Data won't Transfer to TurboTax Self-Employed
• Send QuickBooks Self-Employed Tax Info to TurboTax Self-Employed or Live

I appreciate all the steps you've performed to get this resolved. Please know that we're determined to help you migrate your file.