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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. 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 (2018-2021), click Continue, and follow the onscreen instructions.

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