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bushy402
Level 2

Export QB online into Turbo Tax

Every year it is a huge struggle to find a work around to export my QB Online data and then import it into my Turbo Tax software. You would think that the company that make both would want them to work together!

If anyone has a solid solution, I would appreciate some guidance.

2 Comments 2
EduardA
QuickBooks Team

Export QB online into Turbo Tax

You can avail QuickBooks Live Tax to directly file your taxes with TurboTax right from QuickBooks Online (QBO), bushy402. Please note that this is a separate subscription service. I'll provide the instructions on how you can get started.

 

First, go to the Taxes menu and select the Year-end filing tab. From there, pick a plan and follow the onscreen instructions to subscribe to the service.

 

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Once you're all set up and ready, follow the procedures highlighted in the Step 4 section of this article: Get ready to file taxes on self-employed income in QuickBooks Online and QuickBooks Solopreneur.

 

On the other hand, if you don't want to avail for this service, you can import your QBO data into QuickBooks Desktop (QBDT). Then, transfer it to TurboTax. You can perform the migration using the free 30-day trial version of QBDT.

 

Additionally, you may want to check our FAQ page to know what data you can import to QBO. This resource also contains the formats and complete instructions on how to upload your customers, vendors, products and services, invoices, and bills.

 

Whether it's about data migration or completing your other year-end-tasks, you can always count on me. Don't think twice to swing by the Community anytime.

Chrea
Level 6

Export QB online into Turbo Tax

@bushy402 

They want QBO users to purchase QBO Live Tax as the solid solution. Otherwise, you will need to convert data to QB Desktop as usual.

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