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edwardtwisdom
Level 1

Why are my income and expenses not transferring from my quickbooks self employed to my turbo tax?

email address is correct, and I am also subscribed to the "tax bundle"

1 Comment 1
Ethel_A
QuickBooks Team

Why are my income and expenses not transferring from my quickbooks self employed to my turbo tax?

Hello Edward. When you're moving data from QuickBooks Self-Employed to TurboTax, there are a few things you need to take care of first before the export can wrap up.

 

Here's what you need to look at in QuickBooks Self-Employed and TurboTax Self-Employed:

 

  • In QuickBooks Self-Employed, make sure you are not logged in to any other QuickBooks product to avoid blocking of data. If you started from TurboTax directly, sign out, then sign back in to QuickBooks Self- Employed.
  • Complete the tax checklist in QuickBooks Self- Employed.
  • Follow the questionnaire in TurboTax Self-Employed.
  • Check for messages in the Schedule C section of TurboTax Self-Employed.

 

Leave a comment below if you have additional questions about importing data from QuickBooks Self-Employed to TurboTax.

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