How do I transfer data from quickbooks to turbotax?


Thank you for reaching out to us, lisaalyson.

Welcome to the Community! I’d be glad to provide you with information about transferring your QuickBooks data to TurboTax.

To start with, here are some pointers you can take note before exporting your data:

  • Your QuickBooks Self-Employed and TurboTax Self-Employed account must share the same username and password.
  • The export can be done only from the online version of QuickBooks Self-Employed to TurboTax Online Self-Employed or TurboTax Live.  It will not work from QuickBooks Self-Employed to the TurboTax CD/Download; or from the mobile app version of QuickBooks Self-Employed.
  • Ensure your information in QuickBooks is final as the export can only be done once.

Here’s how to export:

  1. Sign in to QuickBooks Self-Employed.
  2. Click Tax Checklist in the upper right corner, or from the Annual taxes page.
  3. Complete the required information one by one.
  4. When you’re ready, click the link that says “Let’s wrap things up”.
  5. Review your information in the Tax Info Summary page.
  6. Click Send my info to TurboTax.
  7. After the export, you will automatically be signed in to TurboTax using your same user ID and password from QuickBooks Self-Employed.
  8. Now you can start on your tax return.
Just a heads-up, you’ll need to enter manually the following below into TurboTax.

o   Vehicle loan interest

o   Other vehicle expenses

o   Home office expenses

o   Interest paid

o   For self-employment health insurance premiums, use these instructions to enter the premiums manually.

TurboTax needs all the details about this income in order to report it accurately on your tax return. After you export your data from QuickBooks Self-Employed, TurboTax will guide you to enter your income.

For future references, you may check out these articles:

That should do it! I have attached screenshots for your guide.

Don’t hesitate to drop a comment below if you have follow-up questions about exporting your data to TurboTax. I am always here to help you.
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