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coachdallas-life
Level 1

How do you link your new quickbooks self-employed account to a pre-existing turbo tax account?

This is my first year filing taxes for my new Single owner LLC (so filed as a SP). I am ready to send my information from QB over to turbo tax but I have a pre-existing Turbo Tax account with a different log-in and there for these two wont link up. 
I cant tell if im suppose to create a new turbo tax account with the same login info as QB so the two link up correctly or am i suppose to contact someone to change my pre-existing account to match. 
Any suggestions? 
1 Comment 1
GlinetteC
Moderator

How do you link your new quickbooks self-employed account to a pre-existing turbo tax account?

Linking your new QuickBooks Self-Employed account to a pre-existing TurboTax account is unavailable, coachdallas.

 

Let me offer a workaround so you can get your reports from QuickBooks Self-Employed (QBSE) into TurboTax.

 

You have to download your reports from QBSE and manually enter the information into TurboTax. I'll guide you through the process.

 

  1. Log in to QuickBooks Self-Employed.
  2. Navigate to the Reports menu.
  3. Locate the Tax details report and select the correct tax year.
  4. Choose Download and save the report somewhere you can easily find it.

 

Then, manually enter the details into Turbotax. The steps are outlined below.

 

  1. Open a new browser window and sign in to TurboTax Self-Employed.
  2. Start or resume your tax filing.
  3. When you reach the section about income, use your Tax details report to complete the fields.
  4. Finish filing your taxes.

 

For more details and options, refer to this article: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.

 

Once everything's set, you can send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

 

If you want to use your existing QuickBooks Self-Employed account to log in to both QuickBooks Self-Employed and TurboTax Self-Employed, consider contacting our QBSE support team. They will guide you on which data can be moved to the account you prefer to keep using.

 

Furthermore, I'll provide an article about getting you ready for tax filing: QuickBooks Self-Employed annual tax guide.

 

Feel free to reach out to the Community if you need further assistance. I'll be available to help. Stay safe!

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