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phidias51
Level 1

I'm in QuickBooks. I've signed up for the TurboTax bundle. I'm looking at the Taxes page. There should be a button here that says, "Transfer Data To TurboTax" or somethin

 
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JoesemM
Moderator

I'm in QuickBooks. I've signed up for the TurboTax bundle. I'm looking at the Taxes page. There should be a button here that says, "Transfer Data To TurboTax" or somethin

Thanks for joining us here in the Community, @phidias51.

 

You can click the Tax Checklist button to export your tax information from QuickBooks Self-Employed to TurboTax. Just make sure that both accounts are connected for it to work and review the information before you send them to TurboTax.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Start here. Don’t enter any information in TurboTax before you import it.
  3. Select the Tax Checklist from the upper right corner
  4. Choose Review final tax summary.
  5. After reviewing the information, select Send to TurboTax in the bottom right of the screen.
  6. Click It's OK to send my info to send your information to TurboTax.

 

I've added here some references that you can visit regarding sending your tax information to TurboTax and on what to do if your data didn't show up in after transferring them:

 

 

I've added this article that will help you prepare your annual tax: QuickBooks Self-Employed - Annual taxes guide.

 

I'll be right here to help if you need anything else. Have a great rest of your weekend, @phidias51.

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