Exporting my data to Turbotax

redwingtg1 · ‎March 20, 2022

When I try to import my QB data into Turbotax, it closes my data file and reopens an old data file to import. I can't figure out how to redirect it to the correct data file. Help!

redwingtg710 · ‎March 22, 2022

Good information. My core issue was TurboTax would default to an older copy of my QB file regardless what file I had open or where i tried to “hide” the offending file. I was able to save the new file using the old file name, thereby writing over it with updated data. Mission accomplished.

I noticed this only seemed to be an issue with my amended

2020 return. wTT 2021 did not have that problem nor did it seem to be plagued with the multitude of annoying bugs in the prior version.

View solution in original post

Rubielyn_J · ‎March 20, 2022

I can help export data file to TurboTax, @redwingtg1.

To redirect it to the correct data file when importing QuickBooks data into TurboTax, we can reimport updated QuickBooks info by selecting Replace whenever prompted option.

For additional info, you may also review this link: How do I import QuickBooks data into TurboTax Business?.

In addition to that, I've attached relevant articles you may utilize in managing TurboTax data:

Fill me in if you have further questions about importing and exporting data. I'll be around to help you. Keep safe!

redwingtg710 · ‎March 22, 2022

Good information. My core issue was TurboTax would default to an older copy of my QB file regardless what file I had open or where i tried to “hide” the offending file. I was able to save the new file using the old file name, thereby writing over it with updated data. Mission accomplished.

I noticed this only seemed to be an issue with my amended

2020 return. wTT 2021 did not have that problem nor did it seem to be plagued with the multitude of annoying bugs in the prior version.

AlcaeusF · ‎April 03, 2022

Hello redwingtg710,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.

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Exporting my data to Turbotax