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pappy1473
Level 1

My quickbooks upload to turbo tax failed. How do I resend?

I have turbo tax self employed and Turbo Tax premium business.
1 Comment 1
DebSheenD
QuickBooks Team

My quickbooks upload to turbo tax failed. How do I resend?

Welcome to the Community, @pappy1473.

 

I'm here to share some information and ensure you can import transactions in the Turbo Tax (TT). 

 

Please review the following listed below to avoid any difficulties in transferring the data: 

 

  • You're not logged in to any other QBO product while exporting the data.
  • The TT version should TT Self-Employed and TT live Self-Employed only.
  • There's no entered data before you started exporting
  • Should start the export process from the QBSE
  • The tax checklist is completed in the Annual taxes tab
  • Answer the questionnaire perfectly

 

Check out this page, for more details: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed.

 

Once confirmed and the issue persists, please follow the steps to troubleshoot the problem. 

 

  1. Choose Let's get started.
  2. Go to the Income & Expenses tab in TurboTax.
  3. In the Self-employed income and expenses section, click Review.
  4. Examine the data, then tap Looks good.
  5. Hit Done.

 

You can refer to this article: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

If you can't still upload the file, I'd advise contacting our support to investigate the root cause. For more information, visit this article: Contact QuickBooks Self-Employed Support.

 

Please note that QBSE only sends certain expenses and doesn't track state estimated income and tax

 

Don't hesitate to leave a message below if you have additional questions about uploading files to Turbo Tax. I'm always here to help. Keep safe!

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