topic Importing from QuickBooks Self-Employed in Get your taxes done using TurboTax

Importing from QuickBooks Self-Employed

mystik — Fri, 03 Jul 2020 05:21:14 GMT

For the first time last year, I started using QuickBooks Self-Employed. I understood that I should be able to import everything from there into TurboTax. I went through everything to do so, and it said it was done, but I can't see anything new in there. I had entered my income already, if that has any bearing. Also, I don't know if it matters, but in past years, I had used TurboTax Self-Employed, I think it is called. This year, it has me signed in as "IRS Free File Program", which is great, but I think this is the part that's messing me up. I think it's sending the data to Self-Employed, and I can't figure out how to switch over, even if I wanted to. I was going to try just copying and pasting everything over one-by-one if nothing else.

Re: Importing from QuickBooks Self-Employed

VictoriaD75 — Fri, 03 Jul 2020 14:48:53 GMT

You will not be able to import into the IRS Free File and complete your self-employed taxes. You must use a version of the software that has these capabilities.

See instructions in the link below:

Import from QuickBooks to TurboTax

Re: Importing from QuickBooks Self-Employed

VolvoGirl — Fri, 03 Jul 2020 15:00:14 GMT

Check out this one. User OpFor at the end seems like he found a way to upgrade from Free File website and keep his info

https://ttlc.intuit.com/community/taxes/discussion/re-i-don-t-qualify-for-free-file-this-year-as-it-turns-out-i-don-t-want-to-re-enter-everything/01/1214762

Re: Importing from QuickBooks Self-Employed

mystik — Sun, 05 Jul 2020 01:10:07 GMT

Thanks much for the replies. How do I switch over to Self-Employed? When I try to go there, it just logs me back in where I was.

Re: Importing from QuickBooks Self-Employed

Critter-3 — Sun, 05 Jul 2020 01:21:47 GMT

OK ... LOG OUT ... clear cookies then follow these instructions carefully ...

1. Go to https://turbotax.intuit.com/personal-taxes/compare/online/
2. Click "help me choose"
3. Select the Self Employed version

4. Click "start for free" of whatever product you want to use when it gives you the suggestions

After that, it will ask how you did your taxes last year. Select Turbo Tax, ONLY then will you sign in. Once you sign in, it will ask if you are sure you want to change to a commercial product and not use the free file program. Select yes and click ok ... this will take you and your progress into the paid program system and out of the free file system.

Re: Importing from QuickBooks Self-Employed

DawnC — Sun, 05 Jul 2020 01:24:12 GMT

From OpFor ----------

I found this message thread because I was searching for an answer on how to do this. I finally found it and wanted to post it in case others find it too.

1. Go to https://turbotax.intuit.com/personal-taxes/compare/online/
2. Click "help me choose"
3. Select the options that apply to your situation

4. Click "start for free" of whatever product you want to use when it gives you the suggestions

After that, it asked how I did my taxes last year. I selected Turbo Tax, then it had me sign in. Once I was signed in, it asked if I was sure I wanted to change to a commercial product and not use the free file program. I selected yes, clicked ok, and I was back into the normal system and out of the free file system.