topic Import Financial Info in Get your taxes done using TurboTax

Import Financial Info

tootsaroo — Sun, 19 Apr 2020 21:40:38 GMT

In the past TT Business has always asked if I wanted to import financial info. This year, it isn't. where do I go to import financial info?

Re: Import Financial Info

Anonymous_ — Sun, 19 Apr 2020 21:50:52 GMT

@tootsaroo wrote:

In the past TT Business has always asked if I wanted to import financial info. This year, it isn't. where do I go to import financial info?

TurboTax Business asks whether you want to import data from QuickBooks. The program is not capable of importing data from any other source.

Re: Import Financial Info

JSCox — Wed, 11 Feb 2026 18:55:27 GMT

When I click on my financial institution to import my data it goes back to the previous screen. What do I do?

Re: Import Financial Info

Mike9241 — Wed, 11 Feb 2026 19:29:01 GMT

What is the name of the FI? There have been multiple reasons why importing from certain FIs fails. Not to mention certain FIs are not in the import list. Different FIs require different steps to import; do one step wrong and it fails.