TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can be imported directly from the QuickBooks Desktop software.
If you're looking to import QuickBooks into TurboTax Business, see this article instead.
Before you begin
- Make sure the QuickBooks software (downloadable or CD) is installed on your computer, along with TurboTax.
- Your QuickBooks data file should be saved to your local drive, not on the network or cloud.
- Make sure you've finished entering the tax year's financial info in QuickBooks, and that you've assigned tax lines to your accounts.
- During the import, leave QuickBooks running and keep your QuickBooks data file open.
How to import
- Sign in to your TurboTax account and continue to your return.
- From the TurboTax File menu, select Import, then From Accounting Software.
- If you're importing from both Quicken and QuickBooks, import from QuickBooks first
- Select QuickBooks (2019-2023), select Continue, and follow the onscreen instructions.
TurboTax HelpIntuit
