TurboTax FAQ
TurboTax FAQ
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How do I import QuickBooks data into TurboTax Business?

  1. Open your return in TurboTax Business.
  2. From the File menu in the upper left corner, select Import > From QuickBooks.
  3. Follow the on-screen instructions to import.

Tips for a successful import:

  • TurboTax Business 2014-2017 can import from software versions of QuickBooks for Windows 2014 and later.
    • QuickBooks Online data must be converted to the software format before it can be imported. Refer to QuickBooks Online support for help.
    • QuickBooks for Mac data must be converted to Windows before it can be imported. Instructions
  • You'll need QuickBooks Administrator access.
  • QuickBooks should be installed on the same local drive as TurboTax (not networked) and should be registered.
  • The QuickBooks company file (.qbw filename extension) must be in single-user mode and should have been opened at least once on the computer you're using to import (no need to leave it open during the import).
  • Be sure to update your QuickBooks data before importing so that your books match your tax return.
    • If you already imported, you can re-import updated QuickBooks info by selecting Replace whenever prompted.