To Be Clear... I am using Desktop Turbotax (TT) Business 2023 (not Home and Business) Paired with Desktop Quickbooks (QB) Premier 2021
Hi All, My Issue with Importing Continues... I spend about 2 hours today troubleshooting with Turbo Tax Support... they finally asked me to Call Quickbooks support. When i called Quickbooks support they Quickly Transferred me back to Turbotax.
New (and not so new) things we tried today:
1. QB - Closing the Company File (This has not been a requirement in Previous Years... didn't help)
2. QB - Moving the company file to the Desktop
3. QB - Manual Export of IIF file to Import into TT (No place to Import... dead end)
4. TT - Multiple Attempts to import via Step-by-Step and File > Import > From QB
5. TT - For the fun of it i started a New return in TTBiz2022 and it had no problems finding, displaying all my company files... and also allowed me to Browse for the files (didn't need to do this).
6. QB - Updating QB... my version is on Auto Update and is on the Current version v31.0.4016.0
7 TT - Updating TT... TT was also at the current Version 023. 000. 0201 (community software thinks thi sis a phone number so it has extra spaces to get around this issue)
Suggested Resolution:
1. 2021 Desktop is Not Supported ... TT2023 Says it is supported. Under "Improved Features * Now Compatible with Quickbooks 2021 through 2024. (no New Purchase Required)...". a Note that TT support read seemed to suggest the range may be even bigger... no idea if this is true.
2. TT 2023 Import Form has not been released by Development due to Delay in Federal Forms... Never seen this before... i have been stopped to Print/efile waiting for forms to be released/approved but never have they stopped me from working on the tax return.
It seems like no one at Intuit (TT or QB) wants to file a Bug with Development... seems they would have the answer! Development should know what the spec is and how to fix the issue... I reached out to my Dev Contact, but i guess he has moved on.
What is a good way to escalate this to a higher level?
Last time i worked for a software company we were not allowed to Pass people blindly off to another department or to not take responsibility for when things went wrong... seems this is not the case at intuit... I talked to Several Great people today... but didn't get any results.
