Hi i'm having problem sending my data from quickbooks self employed to turbotax . i followed the steps where i have to do the Tax Checklist but it didnt seem to work

You're following the correct reference, cherry12. I have a few troubleshooting steps to help you verify if you've sent the data to Turbotax successfully.

The missing Tax Checklist might be related to an outdated stored cache that can affect the program's performance. To check if this is the case, let's access your QuickBooks Self-Employed account through a private window using the keyboard shortcuts below: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N 
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N 

Once you're signed in, look for the Tax Checklist again. If it works, clear your browser's cache to ensure the program runs smoothly. However, if the issue persists, switch to other supported browsers to get the best experience with QuickBooks.

If this doesn't resolve the issue, I recommend contacting our QuickBooks Self-Employed Support. They're supplied with tools and can submit a ticket to our engineering team if necessary.

Here's an article to help you get ready with filing your taxes: QuickBooks Self-Employed annual tax guide.

Furthermore, you may refer to this link for the IRS' announcement about processing taxes: 2024 tax filing season.

Please let me know how the resolutions above work. I'm always here if you have any other concerns about sending your data to Turbo Tax from the Self-Employed version. Take care.

thank you for your reply. i tried doing what you suggested. i first cleared all my cache before attempting it. i did the ctrl  shift + n on fire fox and it brought me to a chat message box which has already ended. i tried it on chrome and it did bring me to a private window but i still don't see the Tax Checklist anymore

Thank you for updating and getting back here in this thread, cherry12. 

In QuickBooks Self-Employed (QBSE), you'll see the Tax Checklist on the upper side of your screen. Since you mentioned that you're unable to view it, you can follow the steps below:

1. Go to the Home tab. 
2. Remove the app/home on the URL, and change it to tt/export or click this link https://selfemployed.intuit.com/home#/tt/export. 
3. You'll be routed to the Tax checklist page to send your data to TurboTax. 

Additionally, please check your TurboTax account to see if you successfully sent the information. If it wasn't successful, and access to the Tax Checklist is still unavailable, I recommend contacting our support team. This way, they can investigate why this is happening on your account and then provide you with some explanation regarding this. 

Here's how: 

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat, as your way to connect with us. 
6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

I'll leave this material for you to use as a guide when you get your self-employed tax info into TurboTax Self-Employed or TurboTax Live: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live. 

You can also send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info in case you need to use the same sign-in info for both accounts. 

The Community is always open for any inquiries or updates you may have as you access the Tax Checklist and send information to your TurboTax. Please feel free to post it or leave your concerns in the comment section. We will be right here to help. 

thank you, the link you provided worked and it says "Your self-employed data was successfully exported" and then it directed me to Turbotax, but what do i do from there? i don't see my quickbooks data anywhere in turbotax

It's good to hear that the link provided by my peer above helps you export your data from QuickBooks Self-Employed (QBSE), @cherry12. Let me help you import it successfully in TurboTax. 

After exporting everything from QBSE, TurboTax prompts a questionnaire covering basic tax and business information for you to answer. There are multiple questions so it may take some time to complete. 

Since you don't see your data, follow the steps below to make sure TurboTax imports your data:
 

1. Select Let's Get Started.
2. Go to the Income & Expenses tab in TurboTax.
3. In the Self-employed income and expenses section, click Review.

Now you can review the data QuickBooks sent to TurboTax.

1. Follow the onscreen steps to review basic info about your self-employed work and income.
2. On the summary page, review the Information we need to confirm section.
3. If everything looks good, select Looks good.
4. On the next summary page, review your income details and expense categories. Click Review for any section that needs review. If you want to make changes, hit Edit.
5. If you need to add additional income or expenses, choose Add income for this work or Add expenses for this work.
6. When you're finished, select Done.

For more information on what to do if your data doesn't move over automatically, check out this guide: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed

Furthermore, you may want to learn more about what doesn't export from QBSE to TurboTax Self-Employed: Why some deductions don't automatically export to TurboTax Self-Employed. 

I'm all ears if you have further questions or concerns about sending your data from QuickBooks to TurboTax. Just hit the Reply button below and I'll make sure to answer them for you.

i'm sorry but i don't see the "Review" button. after clicking the self-employed income and expenses, i only see my 1099-k (see attached image). was i not supposed to put my 1099-k form? was i supposed to put a different type of self employment work so that the quickbooks data can be synced to it?

We appreciate you for keeping us updated and sharing a screenshot regarding your concern, Cherry. Let me provide clarifications about the Review option.

That's correct, and we're exactly on the same page. After reviewing the attached screenshot, it appears that there's nothing that needs to be reviewed that's why you're not seeing the Review button. The export process has been completed, and you should now be able to see all your data. If you need to add another form, you can click the Add another line of work option. If none, you can simply click Done.

Please refer to this article for more information: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed.

If the issue persists, you may reach out to the Support Team to further investigate. The support representatives have the required tools to find the root cause of the problem.

Furthermore, you can check out this article if you require to use different sign-in info when sending data to TurboTax Self-Employed: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using other sign-in info.

You're always welcome to come back again to the thread if you need additional assistance with exporting data or any QuickBooks-related queries. We're here to lend a hand. Keep safe.

it doesn't make any sense because i'll be paying a huge tax since it didn't account for my business expenses that i already did on quickbooks. it didn't synced anything. i added "supplies" as my expenses to see if it will show the "review" button but unfortunately no. ive attached another image

I understand you're experiencing an issue syncing your data to TurboTax, Cherry. Allow me to go into details about this and route you to the appropriate support.

For any issues with trying to sync your data from QuickBooks Self-Employed to TurboTax, I recommend contacting our support team to investigate the cause and provide a solution.

Here's how:

1. Go to Help (?) and select Contact Us. 
2. If you use the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
3. Type "talk to a human" and click on Continue.
4. Click your preferred way to connect with us.

• Have us call you - Get a call from a support expert.
• Chat with us - Start a conversation with a support expert.

I've also included a helpful article about the support team hotline and their availability, which you may find handy: Contact QuickBooks Self-Employed Support.

Moreover, you can check this article to learn why some data won't move from QuickBooks Self-Employed to TurboTax Self-Employed: Why some deductions don't automatically export to TurboTax Self-Employed.

Let me know if you have other questions about sending your data from QuickBooks Self-Employed to TurboTax. I'm right here to help you out. Have a great day.

i appreciate your help. unfortunately, the reason why i ask in this forum/community is because the call or chat options are not available. it seems its only available on the weekdays, that's why i'm a bit on a very tight spot right now because the last day of filing tax is tomorrow and i can't get a hold of quickbooks support aside from here. i had to extend my tax file on april 15