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TurboTax Help

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

TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks 2018-2021 Desktop software.

If you're looking to import QuickBooks into TurboTax Business, see this article instead.

  • Make sure the QuickBooks 2018-2021 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 running and keep your QuickBooks data file open.
  1. Sign into your TurboTax account and continue to your return.
  2. From the TurboTax File menu, select Import > From Accounting Software.
    • If you're importing from both Quicken and QuickBooks, import from QuickBooks first.
  3. Select QuickBooks (2018-2021), click Continue, and follow the onscreen instructions.

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