TurboTax HelpTurboTax HelpIntuit

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

SOLVEDby TurboTaxTurboTax Windows73Updated 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 Businesssee this article instead.

  • 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
  1. Sign in to your TurboTax account and continue to your return
  2. From the TurboTax File menu, select Import, then From Accounting Software
    • If you're importing from both Quicken and QuickBooks, import from QuickBooks first
  3. Select QuickBooks (2019-2022), click Continue, and follow the onscreen instructions

Was this helpful?

You must sign in to vote, reply, or post
Dynamic AdsDynamic Ads