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hello169
Level 1

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

 
7 Comments 7
LieraMarie_A
QuickBooks Team

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

I'm here to help you start your taxes right away, @hello169.

We'll have to finish the tax checklist first before sending tax info from QuickBooks Self-Employed (QBSE) to Turbo Tax.

 

Here's how:

  1. Sign in to QuickBooks Self-Employed.
  2. From the Home page, select the Tax checklist menu next to the Gear icon.
  3. 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.

 

After you finish the tax checklist, follow the instructions below:

  1. Select Download reports and save them to your computer. You may need this info to check certain areas in TurboTax.
  2. Select Send to TurboTax.
  3. 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.
  4. When you're ready, select Send to TurboTax.

 

Once done, open this article and proceed to Step 3How do I send my tax info.

 

Here a video tutorial for your visual guide:

Additionally, here's a guide if your data doesn't move over automatically: QBSE data won't transfer to TurboTax Self-Employed.

 

Keep me posted on your progress with transferring your data to TurboTax. I'll be here to lend a helping hand. Have a great day.

pcc2022
Level 1

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

This reply seems to be completely irrelevant to the question posed.  The question asked how to transfer from QBSE (online) to TurboTax Home and Business (desktop).  The instructions and video explain how to transfer to Turbo Tax Self-Employed (online).

 

How do we send from QBSE to the normal TurboTax Home and Business (desktop) software.  Really hoping there's a way to do this since I just purchased TurboTax Home and Business 2021.

 

If it's not possible.  Is there a desktop version of QB Self Employed I can use instead of the online/cloud-based version?  I'd rather not do all of my taxes every year with the cloud-based versions of Turbo Tax.

 

Please advise... Thank you .

MadelynC
Moderator

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

I’ve got some information for you so you’ll be able to move your QuickBooks Self-Employed (QBSE) data to TurboTax Home & Business (Desktop), @pcc2022.


You can download and save your QBSE data to a portable device. Then, transfer the file to the TurboTax Desktop software. Just make sure to download and install it on your computer so you can start managing your data.


Here are the steps to download the TurboTax Desktop software from TurboTax.com:

 

  1. Sign in to your TurboTax account using the same login you used when you made your purchase.
  2. To get to the Downloads tab, select Intuit Account from the bottom of the screen. Also, you can sign in directly through the downloads link.

  3. Click the Downloads tab.
  4. Select the corresponding Blue button for the product you wish to download. If you don’t see your product, use account recovery to find out if you have other usernames associated with your email.
  5. Save the download somewhere on your computer where you can find it.
  6. After, install your software by double-clicking the downloaded file.


You can use this article for complete instructions: How to install TurboTax on Windows.


Also, check out this reference to ensure the program’s application run smoothly and efficiently: Minimum system requirements for TurboTax Windows software.


If you need further assistance with managing your data, just let me know. I'll be more than happy to help. Keep safe!

NCMC1
Level 1

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

I just purchased QBSE today (online) and trying to transfer my expenses to my Turbo tax Home and Business desktop.  Is there an easier way to transfer to Turbo tax Home and Business?  

Intooit Dumpster Fire
Level 1

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business desktop?

Intooit Dumpster Fire
Level 1

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

Lots of people have this question. How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business desktop. Madelyn, we already downloaded the TTBH software the question is how to get the TXF file from QBSE to import to TTHB

ReymondO
Moderator

How can I transfer my Quickbooks Self-Employed (online) data to TurboTax Home & Business (desktop)?

Thanks for joining the thread, @Intooit Dumpster Fire

 

Allow me to join in this conversation and share some insight above transferring your QuickBooks Self-Employed (QBSE) TXF file to TurboTax Home & Business Desktop. 

TurboTax Desktop files can only be transferred using QuickBooks Desktop (QBDT). Since QBSE and QBDT are two separate platforms, migrating data from each other is unavailable. Having said that, we don't have the option to move data from QBSE TXF file to TurboTax Home & Business Desktop.

 

In the meantime, you can reach out to QBSE Support Team. They can offer you other suggestions on how to transfer your files. 

 

On a web browser:

 

  1. Select Assistant from the top bar.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”
  3. If you want to connect with us directly, type or say “Talk to a human.”
  4. Choose your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback

 

Please check out our support hours to ensure that we address your concerns on time.

 

I'm adding this link for instructions and detailed steps: How do I import QuickBooks data into TurboTax Business? This process may take time. You may want to manually enter your tax information into TurboTax if needed.

 

Keep me posted if you need additional information about the export process. Just leave a comment below, and I'm always right here to help you.

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