Hey All, I have been using Excel for my business for YEARS!
I have been manually adding everyting in to TurboTax (H&B).
This year, I decided to investigate the TFX importing again.
I can find TONS of sites dealing with STOCK, but that is not what I want to import!
I would like to import my expenses, my product sales and that sort of stuff.
I have no problem creating a "helper" page to get all of the data on one page, but I have not been able to find how to format the columns and what to put in each row so I can export it to a CSV then convert to TFX using any of the online converters.
I am using a WINDOWS based PC. My Excel version it 2013 or Office 365 (depending on which computer I am working.)
Can anybody provide details with possible samples?
Sorry not from Excel. Doesn’t your spreadsheet have totals? You only need to enter the totals for income and each expense category. I would try using Quicken. I have an older Quicken that I can’t import but I setup my expense categories to match the Schedule C line numbers. Then I can just enter the totals from my Quicken report. It doesn’t take long just to enter the totals.
My website does not support quicken, and I already have all of my data in Excel.
I cannot find a good source of documentation for the TXF. All I am finding is about importing STOCKS, but that is not what I am trying to do.
I have been referred to https://easytxf.com/#instructions, but that just takes me to the landing page to start importing and then the steps only lists stock transaction fields.
I am finding a lot of CSV to TXF converters and I can EXPORT to CSV, but I am not sure of what the fields are what the layout.
My spreadsheet does have total, but it depends on the sheets.
And good sites to learn more about TXF files? I can create anything, but I have to know what I am creating.
Thanks!