How do I import QuickBooks into the TurboTax CD/Download for Windows?

SOLVED•by TurboTax•TurboTax Windows•73•Updated 1 month ago

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 (2019-2022), click Continue, and follow the onscreen instructions

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