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Transfer quickbooks to turbo tax

 
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QuickBooks Team

Transfer quickbooks to turbo tax

I'd like to make sure we're on the same page, melindastorm.

 

Are you trying to send your tax information from QuickBooks Self-Employed to TurboTax Online? If so, you can follow the steps below.

 

Note: To connect both program, make sure you are using the same login credentials. Then, review the information before exporting them to TurboTax.


For the bundled plan, here are the steps:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Go to the Tax Checklist > Let's wrap things up Review final tax summary.
  3. Select Send my info to TurboTax. When prompted, double-check your TurboTax sign-in info and click It's OK to send my info. This will redirect you to the TurboTax page.
  4. Click Continue to validate your Self-Employed information in the TurboTax page.

 

Once you're finished with the self-employed questions, you will then see data. Then QuickBooks Self-Employed sends your total income to TurboTax.

 

To check for the non-bundle information, here's an article: Send your tax info to TurboTax Online (Self-Employed or Live)

 

You can also open this article link on how do I send my QuickBooks Self-Employed tax information to TurboTax?.

 

If exporting the data fails, I'd recommend reaching out to our Customer Care Team by following these steps:

 

  1. Log in to your QuickBooks Self-Employed. You can click the Assistant option or click the Help icon located in the upper right-hand corner.
  2. In the Help window, click the Contact Us button at the bottom.
  3. Enter your question and click the Continue button.
  4. Select Start a chat or Get a callback.

 

 

You can always get back to us if there's anything else you need. Thanks.

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