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Import QuickBooks data into TurboTax Desktop

You can import QuickBooks data into TurboTax desktop for year-end processing.

Detailed instructions

The following TurboTax desktop products can import tax data directly from your QuickBooks desktop company file:

  • TurboTax Basic
  • TurboTax Deluxe 
  • TurboTax Home and Business 
  • TurboTax for Premier

NOTE: TurboTax desktop can not import data directly from QuickBooks for Mac. See Converting a QuickBooks file from Mac to Windows to be able to import to TurboTax.

To generate the appropriate year-end reports, you must first import the data into TurboTax, and then check the TurboTax information against your reports from QuickBooks.

Before you transfer tax data from QuickBooks, please follow these steps:

  1. Review the income tax information in your QuickBooks data.
  2. Assign QuickBooks data to the right tax line by editing each account in the Chart of Accounts.
    1. From top menu bar, go to Company > Chart of Accounts.
    2. Highlighted the first account to be mapped.
    3. From the Account dropdown, click on Edit Account (or CTRL+E).
    4. Select the desired tax line from the Tax-Line Mapping dropdown.
    5. Repeat for all appropriate accounts.
  3. Go to Reports > Accountant & Taxes to generate an Income Tax Preparation report, an Income Tax Summary report, and/or an Income Tax Detail report to determine the tax information for your tax forms.
  4. If you used tax software to prepare your return last year, transfer information from the previous year into the current year's return before exporting or importing your QuickBooks tax data.

To import data to TurboTax, please select one of the options below:

  • Choose Import from the TurboTax File menu.
  • Use the Easy Step Interview.

After you export or import your tax data:

  • Check your QuickBooks income tax reports against the tax reports in your tax software.
  • Check the tax form and lines to ensure that the QuickBooks tax data shows.
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