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Level 1
Dec 30, 2020 4:55 PM UTC
Question

Import data from Quicken 2020 into TT2020

TurboTax 2020 version [phone number removed] won't import data from quicken 2020 version R30.14 Build 27.1.30.14.

 

I just get the error message: "Please be sure that Quicken  is running and a valid Quicken data file has been selected before trying to use Quicken import."

 

I validated the Quicken file and there are no errors.  I have rebooted, restarted Quicken and TurboTax to no avail.

15 replies

Level 2
Feb 14, 2021 10:38 PM UTC

Same problem here. Same message. FRUSTRATING!!!

Level 15
Feb 14, 2021 10:53 PM UTC

Please follow the instructions here to import your Quicken data into Turbo Tax. 

 

If you need assistance, please click here to contact customer support. 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
Level 2
Apr 11, 2021 11:20 PM UTC

Over at

https://community.quicken.com/discussion/7867729/is-it-still-possible-to-import-from-quicken-into-turbotax

 

they answered that you should NOT open Quicken on your own, but let TurboTax open Quicken directly. That appears to have worked for me!

 

Level 2
Apr 14, 2021 6:14 AM UTC

Thanks for the suggestion.  But this does not work either.   I am using Quicken version R32.12  Windows 10 Home.  Home, Business & Rental Property.   When I have it running TT shows an error box "Be sure that quicken is running and a valid Q data file has been selected before importing"

 

I insured that, and it still brings up the same error message.  Of course when I don't have Q running, it gives the same error.    Countless hours of data entry go to waste when the systems don't sync.  This is why I have been using both systems since they were created (originally by the same company).

 

Please advise

 

Jack

Level 2
Apr 14, 2021 4:26 PM UTC

Sorry that this didn't work for you. I don't understand all the variables of this bug.

 

I'm running Quicken Premier, Version R32.12, Windows 10 Home.

Level 4
Apr 25, 2021 4:10 AM UTC

I NEED HELP!! I have rental property and use the Quicken Rental Property Manager. When I import my data it will not recognize my two properties that are properly tagged in Quicken. It only recognizes one. And tries to put the data for both into one Schedule. I imported last year without issue. And I have not changed the way I organize my data. I dont understand why it want recongnize their are two Schedule E's, each with their respective data and are properly tagged in Quicken. PLease help if you can. Otherwise, all my other personal data imports without issue.  I tried to post a new topic but I do not now where to do that.