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Level 1

How can i merge 2 intuit accounts

i have an account with turbotax that i used for my 2014 taxes and an account i use for my self-employed QuickBooks 2019/2020--both have different email addresses. how do i merge these 2 accounts
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QuickBooks Team

How can i merge 2 intuit accounts

Hi there, gmnacozy,

 

Right now, you're unable to merge two QuickBooks Self-Employed (QBSE) accounts.

 

You'll want to download your QBSE data, then import them to the other account. The following steps outlined below will guide you through the steps:

 

  1. In QuickBooks Self-Employed, select the Transactions menu.
  2. Filter the Type, Account, and Date.
  3. Select the download icon to the right for the CSV file.
  4. Save it on your computer that's easy to find.

Once done, you can bring them your .CSV file to QuickBooks. Here's how:

  1. Go to the Settings icon, and then select Imports.
  2. Select Import older transactions on the right for the account you want the transactions to belong to.
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

Check out the Add older transactions to QuickBooks Self-Employed to import entries to another account.

 

You can also save your reports, miles, and taxes. It's a good idea to hold on to your work for your records.

 

Export reports:

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. In the Tax details section, select a tax year.
  3. Select Download to get a Tax Details report.
  4. Download a report for each tax year you have in QuickBooks.

Export Miles

  1. To export all mileage entered, click on Miles on the left navigation.
  2. You can choose the miles you need to export by using the TypeTax Year and Vehicle filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

Export Taxes

  1. To export information about your taxes, click on Reports on the left navigation.
  2. Here you can choose to download your profit and loss report, receipts that you've collected for your business, tax summary and tax details.
  3. For each of these reports, choose the period you want to export the data for using the filter.
  4. Then, click on the Download hyperlink. If Download hyperlink is not visible, click on the drop-down arrow, then choose Download.

Let me know if there's anything else I can help you, and I'm always around to help you out.

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