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Intuit

How do I import QuickBooks data into the TurboTax CD/Download for Windows?

TurboTax Basic, Deluxe, Premier, and Home & Business (Windows only) CD/Download software can import directly from the QuickBooks 2013-2019 Desktop software.

To import from QuickBooks into TurboTax Business, see this FAQ instead.

Before you begin

  • Make sure the QuickBooks 2013-2019 software (downloadable or CD) is installed on your computer, along with TurboTax.
  • Your QuickBooks data file should be saved to your local drive, not on the network or cloud.
  • Make sure you've finished entering the tax year's financial info in QuickBooks, and that you've assigned tax lines to your accounts.
  • During the import, leave QuickBooks is running and keep your QuickBooks data file open.

How to import

  1. Open (continue) your tax return in TurboTax.
  2. From the TurboTax File menu in the upper-left corner, select Import > From Accounting Software.
    • If you're importing from both Quicken and QuickBooks, import from QuickBooks first.
  3. Select QuickBooks (2013-2019), click Continue, and then follow the onscreen instructions.
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