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bearlucy
Level 1

How to transfer expenses to Turbo Tax Self Employed?

 
1 Comment 1
Anna S
QuickBooks Team

How to transfer expenses to Turbo Tax Self Employed?

I've got you covered, @bearlucy.

 

You can send your tax information from QuickBooks Self-Employed to TurboTax through a web browser or QBSE Mobile app. Before you begin, you'll need to make sure the accounts are connected under the same login credentials (User ID and password) and that all your information is finalized since you can only send it once. Then, you can follow the steps below to send your info:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Choose the Tax Checklist.
  3. Click Let's wrap things up, then Review final tax summary.
  4. After reviewing the info, select Send to TurboTax in the bottom right of the screen.
  5. Hit It's OK to send my info and press Continue to validate your Self-Employed info.

 

Keep in mind that not all of your information transfers to TurboTax, so you'll have to enter it manually. You can refer to the list below for more details:

 

 

You can check out this article about sending your data to TurboTax for further information.

 

Feel free to reply below if you have any other questions or concerns. Take care!

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