QuickBooks is an accounting package that helps you organize your tax
information and generate and print the appropriate tax forms. You can file
these forms in the traditional manner, or you can transfer your tax data to
several existing tax software programs.
Before you transfer tax data from QuickBooks, we strongly recommend that
Review the income
tax information in your QuickBooks data.
QuickBooks data to the right tax line.
Generate an Income Tax Preparation Report, Income Tax Summary report, and/or
an Income Tax Detail report to see what tax information will go to your tax
If you used tax software to prepare your return last year, transfer last
year's information into the current year return before exporting or
importing your QuickBooks tax data.
To export/import QuickBooks tax information, perform the procedure for your
In TurboTax, go to the File menu and click Import.
To see the menu option in QuickBooks, ProSeries must be installed on the same computer.
In QuickBooks, go to the File menu, choose Export, and then click Balances to
In ProSeries, go to the File menu, choose Import, and then click Update Return with QuickBooks data.
To see the menu option in QuickBooks, Lacerte Tax must be installed on the same computer. You can
export QuickBooks data to either a new or existing Lacerte file.
Note: All tax line assignments made in QuickBooks will be mapped
automatically to the respective Lacerte input fields for a specific tax
If you cannot map a QuickBooks account to a Lacerte input field,
try mapping it using the Lacerte mapping utility. This mapping utility also
includes a report that shows the mapping between QuickBooks and Lacerte fields.
Refer to your Lacerte documentation for instructions on using the mapping
Check your QuickBooks income tax reports against the tax reports in your tax
Check the tax form and line to ensure that the QuickBooks tax data
Note: The various reviews and error checks in your tax software
program will assist you in successfully completing your return. Refer to your
tax software documentation for further information.
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