Let me help share how you can import your data from QuickBooks Desktop to QuickBooks TurboTax.
Normally, TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks Desktop software with versions 2014-2020. Let's consider the following requirements below:
QuickBooks 2014-2020 software is installed on your computer, along with TurboTax
QuickBooks data file should be saved to your local drive, not in any network or cloud drive
Tax year's financial data in QuickBooks is complete, and that you've assigned tax lines to your accounts
During the import, leave QuickBooks running and keep your QuickBooks data file open
Once done, here's how you can transfer your data:
Open your tax return in TurboTax.
From the TurboTax File menu, select Import.
Select From Accounting Software.
Choose QuickBooks.
Click Continue.
Follow the on-screen instructions to complete the transfer.
In addition, here's a couple of articles you can read to learn more about the import:
I'm promptly ending my use of quickbooks thanks to this lovely mess. This sort of clashing is exactly what forces people to 'accidentally' purchase extras and not end free trials in time. You cant transfer crap without downloading the desktop version and converting.
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