I've got the steps to help you export your QuickBooks Self-Employed data into Turbo Tax, jiz3.
Beforehand, may I know if you're using different login credentials with your QBSE and Turbo Tax account? If yes, that might be the cause why the Tax Checklist option isn't showing on your end.
The Tax Checklist appears when we sign in to our Turbo Tax account and if we have the same login information for each product. This makes it easy to connect and send your data seamlessly.
In the meantime, if you need to keep both accounts, there's a workaround. First, we have to pull up a report from your QBSE account.
Here's how:
- Sign in to QuickBooks Self-Employed.
- Go to the Reports menu.
- Find the Tax details report and select the correct tax year.
- Select Download and save the report somewhere you can easily find it.
Second, we manually enter the info in your Turbo Tax account. Perform the steps below:
- Open a new browser window and sign in to TurboTax Self-Employed.
- Start or resume your tax filing.
- When you reach the section about income, use your Tax details report to complete the fields.
- Finish filing your taxes.
For more details, visit this article: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info.
However, if you want to keep either your existing Turbo Tax account or your QBSE account, we can follow these articles:
Once everything is organized appropriately, we can refer to the regular steps to send your data to TurboTax Self-Employed.
I'm still all ears if you have additional inquiries about exporting data into different Intuit products. Have a good one!
