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DRH204
Level 4

Importing tax/financial data from Quickbooks into TurboTax Business

TT support needs to talk to the software programmers.

Wigsout
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

I told them that. So frustrating, especially when they advertise it works with QB2021.

DRH204
Level 4

Importing tax/financial data from Quickbooks into TurboTax Business

Certainly doesn't seem honest.

Mark_TTBIZ
Level 3

Importing tax/financial data from Quickbooks into TurboTax Business

Thanks!

This does work, installed but didn't re-boot or even open the installed QBE trial APP... and TT finds the 2021 files... when it imports the data, the application opens QB 2021 and has you can log-on to the company file.

hark1
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

I tried it and it works!  Downloaded the trial, installed but didn't restart or open the program, and now turbotax can find and import the file.  What a frustration to have to use this workaround.  I appreciate the tip! 

ebroadwell2
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

I too am having the same issue!  4 businesses and no import! Again I am ready for a new software and a new tax app!

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

I have called TT probably 6-8 times hoping to talk to someone knowledgeable about this problem. So far hasn't happened. I am told they will escalate this problem, but all I get is an email telling me how to import QB. The support people have absolutely no idea what I am talking about. I am going to continue the quest this week to get this resolved!

Wigsout
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

See my earlier entry. I reached the conclusion to do this the same time support asked me try the trial and sent me a link to the page I had already found.

Wigsout
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

See my earlier post for a solution that has work for at least 3 of us on this board.

DRH204
Level 4

Importing tax/financial data from Quickbooks into TurboTax Business

 

As noted earlier, I am surprised and disappointed that the support team at Intuit is not aware of this issue in TurboTax. And I am similarly disappointed that no one has taken ownership of the issue, and found a conclusive answer. One should not have to implement some type of workaround in order to address this bug in the program. It's shameful that Intuit hasn't stepped up to address this directly.

4Gal
Level 11

Importing tax/financial data from Quickbooks into TurboTax Business

The workaround was confirmed to work without any other issues with our clients. You only need to install the trial version. No need to reboot or run the trial version. "Something" has triggered TurboTax to recognize the QBD 2021 file.

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

Were they required to fill out the info to have a QB sales person call? I installed QB Enterprise but before downloading had to fill out my info. The last I need was a sales call. I just need their program to work properly.

4Gal
Level 11

Importing tax/financial data from Quickbooks into TurboTax Business

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

The following is from a great guy named Craig at TurboTax that took the time, installed QB 2021 on his computer and found out there was a problem with importing. Made a little headway!

 

I was able to recreate and confirm the issue of importing into TurboTax Business 2023 using QuickBooks 2021. After creating a dummy account on QB 2021 I was able to confirm it worked with TTB 2022 and not TTB2023. 

I looked to see if there was an active investigation but there was not. So I have opened an investigation into the matter with our team. It could take up to a week to here back from the team but they should be emailing you.

Same issue
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

We have the same issue spent 4 hours or more with TurboTax they tell me that no one else has had the problem and that they'll be working on it. That after having me uninstall reinstall TurboTax asked me to upgrade QuickBooks asked me to go through a million different steps only to no avail.

Their software States this year that TurboTax home and Business will work with any QuickBooks desktop from 2007 to 2024

Same issue
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

Under the list of choices to import files either from quicken, QuickBooks or a TFI file when reading the information behind the QuickBooks it is stated that all QuickBooks versions 2007 to 2024 should work

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

They required me to do the same thing. I was persistent enough that they sent me to the right person. Hopefully their investigation will result in a patch being issued for the problem. I will update when I hear something back from them.

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

I just reread your post and you have issues with Home and Business. I think most of us on here have had an issue with Quickbooks importing to TT Business. So not sure if the investigation will help you or not. I'll keep you updated

ChristieAnn
QuickBooks Team

Importing tax/financial data from Quickbooks into TurboTax Business

Hello there, Same issue.

 

I appreciate you performing the steps to import tax/financial data from Quickbooks into TurboTax Business. I can see how important it is to complete the procedure as soon as possible. Let me route you to the right support team to assist you further on this matter so you can accomplish the methods without issue.

 

I know you already contacted our TurboTax Support Team, yet the importing data still didn't work. I recommend reaching out to the QuickBooks Desktop Support Team. They're the best support group for such inquiries as they can request account information. This allows them to investigate why the importing process failed on your end.

 

Here's how:

 

  1. Press F1 to open the Help window.
  2. From the search icon, type Contact Support.
  3. Click Contact us at the bottom part.
  4. Give a brief description of your issue about importing data from QBDT to TT Business and click the Search button.
  5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

 

In case you need other related information regarding migrating your QBDT data directly into TurboTax, you can read this article: How do I import QuickBooks data into TurboTax Business?.

 

If you have any additional questions about this importing process or other product-related issues, click the Reply button and post them in the field box. I'm always ready to answer them for you, Same issue.

mik38022
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

Really??? You have no idea how many times I called and had the same runaround until Craig helped me. Most people in support have no idea what to do. 

Mark_TTBIZ
Level 3

Importing tax/financial data from Quickbooks into TurboTax Business

Yes, i would agree calling support is a waist of time... if you call a few more times they may admit it is a known issue... that they are in no hurry to fix!

 

The work around of Installing, but NOT using QB Enterprise 2024 works well... if you can spare hard drive space.  After the install and reboot... you have to start QBE to complete install and then immediately Exit. then TT (Biz in my case) will find and import the QB 2021 Files... using the 2021 software for login. if your running TT Home & Business i suspect this workaround will also work for you!

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/new-subscriptions/download-trial-quic...

BMTrap
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

They completely understand the issue.  They want you to upgrade to QBO.  That's all there is to it.  

whitemhw
Level 1

Importing tax/financial data from Quickbooks into TurboTax Business

2 hours on the phone today with turbo tax 2023 help and they still don't know why i can import quickbooks desktop pro 2021 file info into turbotax.   even thing mentioned by the other users ie..   admin rights , current updates, etc..    has been checked.

been using QB and Turbo tax business for 20 plus years. I'm frustrated that Intuit has screw this up and offers no fix or help

Adrian_A
Moderator

Importing tax/financial data from Quickbooks into TurboTax Business

Hi whitemhw, 

 

I appreciate you for contacting our phone support team. To ensure this gets resolved in no time, I recommend getting in touch with one of our phone representatives so we can create an urgent investigation into this matter. 

 

To avoid repeating yourself, you may provide your case number. Then, the agent will review your cases. 

 

Furthermore, here's an article on how to print and mail your return in TurboTax:  

 

 

Don't hesitate to post again if you have other concerns. 

shmince
Level 2

Importing tax/financial data from Quickbooks into TurboTax Business

Same issue here. Quickbooks Desktop Pro 2021 to TurboTax Home & Business 2023 (interesting that those dates are only two years apart). The software itself provides conflicting information. At first, I also clicked the “Let’s import from Quickbooks,” but there I noted, as some here have, the parenthetical content that showed the years 2022 through 2024 apparently indicating that the only Quickbooks versions that were going to import were beginning with the 2022 version. I immediately had the feeling that I’d been duped. Nowhere in the TurboTax 2023 description did it indicate, allude, hint, or DISCLOSE that the Intuit Quickbooks version I had purchased only two years ago would not sync with its Intuit sister software program, TurboTax. 

 

Indeed, when I clicked Import I received the same “Quickbooks Desktop Not Installed” and the same “No Quickbooks Desktop files have been found.” So, I chose the manual entry option and found in the Business Income and Expenses section another option to Import Business Information from Quickbooks. The Learn More link in that section yields this information: 

 

“You can import your business information from the 2022, 2023, or 2024 versions of Quicken or QuickBooks. To import from older versions of those programs, or from other financial software, you must create a tax exchange format (TXF) file. Refer to your financial software user guide for help with preparing a TXF file.”

 

This is an acknowledgement that there is no glitch, no error, and no accident. No need to call phone support, they can’t help you. I tried. I called Quickbooks phone support and the girl made an attempt to help before she was informed by her supervisor that this was a TurboTax issue and that I needed to call TurboTax. And, yes, I called TurboTax. And, yes, the girl from TurboTax phone support immediately said… come on now, dear reader… give your best guess what the TurboTax girl said… Her immediate response was that I needed to call Quickbooks support. 

 

And, of course this is the phone support response; Quickbooks support isn’t trained on TurboTax software and vice-versa. So, as soon as you have to open one of those programs the support person for the other program says they can’t help you. And, of course, the problem is that syncing Quickbooks and TurboTax by definition REQUIRES THE USE OF BOTH PROGRAMS. And that is something that NO ONE AT INTUIT SUPPORT IS QUALIFIED to support. So, Support’s only option is to refer the customer into a loop of calling Quickbooks support and then TurboTax support and then Quickbooks support and then… Yes, I know, you get it. 

 

Fine. As I said, Learn More states “To import from older versions of those programs, or from other financial software, you must create a tax exchange format (TXF) file.” Okay. Sounds easy enough. How do I do that? “Refer to your financial software user guide for help with preparing a TXF file.” Perfect. Let’s open the Quickbooks Desktop Pro 2021 Help and get our instructions. First Help query: “Export to TXF” yields no relevant response. Second query: “.txf” yields no relevant response. In other words, even though Intuit tells us in TurboTax to refer to the Quickbooks guide “for help with preparing a TXF file,” the text “.txf” does not exist within the Quickbooks guide.

 

In summary, the Admins in this forum direct us to phone support, that puts us in an endless loop between the two different Intuit subsidiaries, to solve an issue that is not an error but rather an “on purpose.” 

 

*ADMIN, PLEASE ANSWER THIS: Why did Intuit break the link between Quickbooks Desktop Pro 2021 (and earlier versions) with TurboTax 2023? I bought Quickbooks in good faith, and so did the many people in this forum along with millions of other consumers who all trusted that Intuit would continue to act in good faith. I spent hundreds of dollars on Quickbooks and TurboTax. And, THIS SOFTWARE IS STILL IN SERVICE. 

 

That’s right, folks. According to Quickbooks Help updated 3 weeks ago, Quickbooks Desktop 2021 will be discontinued as of May 31, 2024. Which sucks on its face, but still, that means it is currently in service. Why is software that is still in service not working as intended? 

 

For the record, I am NOT an SAS kind of guy. I despise Software As Service subscriptions. Loath may be a better word. As soon as Microsoft converted Office to SAS and started pushing customers into that trap, I switched all of my business over to Google Workspace and never looked back. 

 

But this is worse than that. This is pernicious. I’ve only owned and used Quickbooks for two tax cycles and now it’s already junk, and Intuit admits that it was done on purpose. I want one of two things: Either this gets fixed…like today…I’m doing my taxes now, so TODAY; or, I WANT MY MONEY BACK… all of it… Quickbooks Desktop Pro 2021 money and TurboTax Home & Business 2023 money (yes, I know, 60 day money back guarantee…my faith in Intuit’s good faith is waning rapidly, so we’ll see). 

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