Hello there, Dflex. There are different options on how to transfer your tax information to TurboTax. I'm here to guide you on how to do it.
If you want to keep your existing QuickBooks Self-Employed account the same, I recommend reaching out to our customer support team. They'll help you figure out what data can move to the account you want to keep using. Once everything is in the correct account, you can follow the regular steps to send your data to TurboTax Self-Employed.
Another way is if you need to keep both accounts. We can download your reports from QuickBooks Self-Employed and manually enter the information into TurboTax Self-Employed. Here's how:
Step 1: Get your reports from QuickBooks Self-Employed
- Sign in to QuickBooks Self-Employed.
- At the left navigation panel, select Report.
- In the Find reports by name section, enter the Tax details report.
- Select the correct tax year.
- Click Download and save the report somewhere you can easily find it.
Step 2: Manually enter the info into TurboTax Self-Employed
- Open a new browser window and sign in to TurboTax Self-Employed.
- Start or resume your tax filing.
- When you reach the section about income, use your Tax details report to complete the fields.
- Finish filing your taxes.
Additionally, you can check out this article to learn what to do if you can't sign in to your QuickBooks or TurboTax products: Recover your Intuit Account.
Keep me updated in the comments if you have further questions about your TurboTax in QuickBooks. I'm just a reply away. Keep safe and have a good one.
