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Level 1
December 30, 2020
Question

Import data from Quicken 2020 into TT2020

  • December 30, 2020
  • 3 replies
  • 0 views

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.

3 replies

Level 2
February 14, 2021

Same problem here. Same message. FRUSTRATING!!!

Level 2
February 15, 2021

Just got off the phone with TT support. Importing from Quicken doesn't work. Workaround as follows:

In Quicken, file, export, select either of 2 TT options. This will create a .TXF file. Then in TT file, import from accounting software, choose TXF file option. This appears to work with option to select/deselect from the list.

Level 2
March 31, 2021

Nope, I appreciate the effort but this doesn't work.  I just got off the phone with Quicken who walked me through everything they could think of and swear the problem is not on their end (or mind). Problem is getting in touch with tech support at TT.  Quicken picks up the phone right away and worked with me for over 45 mins trying to get this to work.  The entire reason I use both programs is because they were created together for this purpose.  I spent countless hours entering data & categorizing through the year, now finding it was for naught.... but I'll try to get ahold of a human at TT, since clearly this issue is standard


The solution I posted on 2/14/21 worked for me at that time. Perhaps something changed since then. The number I saved for Turbo Tax support is  [phone number removed]. 

Level 2
April 11, 2021

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
April 14, 2021

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
April 14, 2021

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
April 25, 2021

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.