Hello there, Bnastywright. Allow me to assist you in transferring your QuickBooks Self-Employed file to Turbo.
First off, to ensure that we prevent data errors, let's make sure your export process is done correctly. Here are the steps we can follow:
Step 1: Review your tax checklist
- Sign in to QuickBooks Self-Employed.
- Select Home.
- Select the Tax checklist link next to your profile⚙ icon.
- Select a task on the list. This takes you to the task so you can finish reviewing your data.
- Finish the tasks on the tax checklist.
Step 2: Send your info to TurboTax
- Select Download Reports and save them to your computer.
- Select Send to TurboTax.
- 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.
- Select Send to TurboTax.
Step 3: Review your info in TurboTax
- Select Continue and follow the onscreen steps.
- Answer the basic questions about you and your tax situation.
- Verify your info before moving on to each step.
- When you finish answering, TurboTax imports your QuickBooks Self-Employed data.
- Select Let's Get Started.
- Go to the Income & Expenses tab in TurboTax.
- In the Self-employed Income and Expenses section, select Review.
I'll include these helpful resources to learn more about this process:
However, if the issue persists even after following the steps above, I suggest we perform basic troubleshooting on your account to check why this is happening. First, let's review if this is a browser-related issue. Let's start by opening your account in a private browser as it ignores historical data.
These are the keyboard shortcuts:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
If the error is fixed after this, then the issue is likely caused by your browser. You'll want to clear your regular browser cache. Another option is to use other supported browsers.
For future reference, refer to this article if you need to send data from QBSE to TurboTax Self-Employed using different sign-in info: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.
I'll be on the lookout in the comment section for your updates and additional queries on transferring your files and other QuickBooks-related matters. Keep us posted. Stay safe.
