cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. The QuickBooks Community will be unavailable for approximately 1 hour beginning at 10:00 PM PDT on Wednesday, August 14th for database maintenance. All community forums will be unavailable during maintenance but feel free to browse our Support articles for help in the interim.
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!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us