Skip to content
QuickBooks Not Transferring to TurboTax
QuickBooks Not Transferring to TurboTax Talk to a ProAdvisor
Home » Is QuickBooks Not Transferring to TurboTax? Here’s the Way

Is QuickBooks Not Transferring to TurboTax? Here’s the Way

  • by
Listen to this article

Sometimes, while transferring QuickBooks data to TurboTax, you might encounter certain issues. You might be wondering what you are doing wrong. Let’s say you follow the correct instructions, but you end up with errors. This might happen if TurboTax cannot recognize the QuickBooks Desktop installed or the company file is moved or renamed. If you face such problems, we will walk you through the quick fixes to address them.

However, before that, let us see the correct way to import QuickBooks data to TurboTax. After that, we will seek an answer to the following questions:

  • Why is your QuickBooks not transferring to TurboTax?
  • How can you troubleshoot the different issues you face while exporting data from QuickBooks Desktop, QBO, and QBSE to TurboTax?

Alright then, hop in.

We recommend you connect to a QB ProAdvisor who will help you migrate the data to TurboTax. This is a time-saving alternative. Dial 800-580-5375 to speak to a QB ProAdvisor!

How to Transfer QuickBooks to TurboTax (for QBDT, QBO)

It is easy to import QuickBooks data to TurboTax. However, there are separate ways to do this, depending on the QuickBooks product you use and the TurboTax product. For example, you might be transferring:

  • QuickBooks to TurboTax Desktop for Windows
  • QuickBooks to TurboTax Home & Business Desktop
  • QuickBooks to TurboTax Online
  • QuickBooks Self-Employed tax information to TurboTax
  • QuickBooks Online to TurboTax

Therefore, be sure to follow the correct steps for the QuickBooks and TurboTax products you use.

a.     Transfer QuickBooks to TurboTax Desktop for Windows or TurboTax Home & Business Desktop

If you are using QuickBooks Desktop and want to import to TurboTax Desktop for Windows or TurboTax Home & Business Desktop, follow the steps below.

(i) Before You Export QuickBooks Desktop to TurboTax Desktop

There are a few things you need to make sure of before you can import QuickBooks data into TurboTax.

  • Be sure to install QuickBooks Desktop and TurboTax Desktop on your computer.
  • The company file must be present on the local disk and not on a network or external drive
  • Finish entering the tax year’s financial information in QuickBooks and assigning tax lines to your accounts before proceeding with the transfer process.
  • When you are carrying out the import process, let the QuickBooks Desktop remain open with your company file in it.

(ii) Export QuickBooks to TurboTax

  • Log in to your TurboTax account and continue.
  • Now go to the TurboTax File menu, and choose Import,
    • Tap on the Accounting Software option.

Note: If you want to import from both Quicken and QuickBooks, remember to import from QuickBooks first.

  • Choose QuickBooks (2019-2023), and tap on Continue.
  • Go along with the onscreen instructions.

This will help you export QuickBooks data to TurboTax.

b.     Transfer QuickBooks Desktop to TurboTax Business

If you are using QuickBooks Desktop and want to import to TurboTax Business, follow the steps below.

(i) Before You Export QuickBooks Desktop to TurboTax Business

When you are transferring data from QuickBooks Desktop to TurboTax, there are a few things you need to keep in mind.

  • Firstly, ensure that you have installed QuickBooks on the same local drive (not network drive) where TurboTax is installed. Also, make sure that QuickBooks is registered.
  • You will need to sign into QuickBooks as an administrator or a user with administrative rights.
  • The QuickBooks company file (.qbw filename extension) should be present on the local drive and not on the network.
  • The QB company file should be in single-user mode. Moreover, ensure that you have opened it at least once on this computer before transferring the data.
  • You will need to convert QuickBooks Desktop for Mac into Windows before you can transfer it to TurboTax.
  • When you transfer QuickBooks Desktop data to TurboTax, you will need to keep QuickBooks open and ensure you are in the No Company Open window. If you have a company file open, tap on the File menu and choose Close Company. Keep the QuickBooks application open, 
  • Lastly, before you export QuickBooks data, update your books for accurate tax preparation.
    • If you have already imported QuickBooks data and want to import updates, you can re-import the updated QuickBooks info by tapping on Replace whenever you see a prompt.
  • Ensure you have entered all the financial information and allocated tax lines to the accounts.

(ii) Export QuickBooks to TurboTax

  • Log in to your TurboTax account and continue to your return.
  • Right after you begin a new return in TurboTax Business, it will ask if you used QuickBooks in 2023. Tap on Yes and go along with the on-screen instructions.

However, if you are past that screen, go to the File menu and tap on Import, followed by From QuickBooks.

This will help you export QuickBooks data to TurboTax.

c.       Import QuickBooks Online (QBO) Data to TurboTax

There is no direct way to transfer QuickBooks Online data to TurboTax. However, you can move your data from QuickBooks Online to QuickBooks Desktop and then import it to Turbo Tax.

For that, you will need to download a trial version of QuickBooks Desktop. Once you have imported your data from QBO to QuickBooks Desktop, open TurboTax Business.

  • Log in to your TurboTax.
  • Tap on the File menu.
  • Choose Import.
  • Tap on the From Accounting Software option.
  • Choose QuickBooks and select Continue.

Note: If you want to import from both Quicken and QuickBooks, remember to import from QuickBooks first.

  • Now, go along with the instructions you see on the screen.

Now, you should be able to successfully transfer QuickBooks to TurboTax. If you face any issues while transferring QuickBooks Desktop to TurboTax, scroll up to the section for the QuickBooks Desktop application.

Troubleshooting QuickBooks Not Transferring to TurboTax Issue

Sometimes, due to some problem, you are unable to import QuickBooks data to TurboTax. We will take a look at different instances of QuickBooks not transferring to TurboTax and how to resolve them.

We have made different sections for:

  • QuickBooks Desktop,
  • QuickBooks Online
  • QuickBooks Self Employed

For whichever product you use, navigate to the right section for info on the same. QuickBooks Online users should also check out the QuickBooks Desktop section as they use QuickBooks Desktop to import QBO data into TurboTax.

So, update your QuickBooks Desktop and then follow the instructions given in the respective section to transfer QuickBooks data to TurboTax without a problem.

QuickBooks Not Transferring to TurboTax: Desktop Application

When you begin exporting QuickBooks Desktop data to TurboTax, some issues might interfere with the process and interrupt the export. Let us look at the different challenges you, a QuickBooks user, can face while transferring QuickBooks data to TurboTax.

Some users see the following error messages and find QuickBooks not transferring to TurboTax:

  • QuickBooks Desktop Not Installed.
  • No QuickBooks Desktop files has been found
  • Continue Without Importing

In this troubleshooting guide, we will take a look at such issues, and walk you through on how to fix them.

However, before that, scroll up to the section that lists important things to keep in mind while transferring QuickBooks to TurboTax. Once you have ensured the above requirements are met and are facing an issue while transferring QuickBooks to TurboTax, follow the steps listed below for the specific problems you are facing.

Error 1: TurboTax Can’t Find the QuickBooks Company File

When you go ahead to import QuickBooks data into TurboTax Business, if you are not able to browse or open your company file, the import will not happen.

Does it happen that you see an error message stating “No QuickBooks Desktop file has been found,” or perhaps you can’t see a Browse button?

If you encounter such problems while importing QB data into TurboTax Business, carry out the steps listed below.

a.      Check if the company file has been moved or renamed

You might not be able to locate the company file in TurboTax if it has been removed, relocated, or renamed. Therefore, open the location where the company file is saved and check everything. Moreover, the company file should be present on the local drive, not on the network.

If you are opening a company file from a network or external drive, move it to the local disk.

b.      Install the trial version of QB Desktop 2024 Enterprise

You can install the trial version of QuickBooks Desktop 2024 Enterprise and then reboot your computer. This will trigger TurboTax to identify your QuickBooks Desktop 2021 or whichever version you use.

Note: You don’t need to upgrade your company file or run QuickBooks Desktop 2024, etc.

Once you have installed QBDT24 and rebooted your computer, you can continue with the import process using your older QuickBooks Desktop application as you would in any other scenario.

Error 2: TurboTax Fails to Recognize the QuickBooks Desktop Installed

If TurboTax displays a message stating that you do not have QuickBooks Desktop installed, it is because it is failing to recognize the QB Desktop application you have on your computer.

This might happen because you are using an old version of QuickBooks Desktop. However, that might or may not be the reason. One thing that works is downloading and installing the QuickBooks Desktop 2024 trial on the same computer.

Thus, install the trial version of QuickBooks Desktop 2024 Enterprise and then restart your computer. This will trigger TurboTax to recognize your QuickBooks Desktop 2021 or whichever version you use.

Remember: You are not required to upgrade your company file or run QuickBooks Desktop 2024, etc.

●       If you are using an outdated version of QuickBooks Desktop

If you are using an outdated version of QB Desktop, which your version of TurboTax doesn’t support, create a backup of your company file. Now, restore this backup to the QuickBooks Desktop 2024 trial version.

The steps to create and restore a backup company of QuickBooks are available on this blog.

Once you have installed QBDT24 and restarted your computer, continue with the import process using your original QuickBooks Desktop application, which is the older version.

If QuickBooks Self-Employed (QBSE) is  Not Transferring to TurboTax

Sometimes, while transferring QuickBooks Self-Employed to TurboTax Self-Employed, you might face certain challenges. For instance, you transferred QuickBooks Self-Employed data to TurboTax. However, when you open TurboTax, you can find the data there.

This is just one kind of problem you might face while transferring QuickBooks Self-Employed to TurboTax Self-Employed.

To ensure that you correctly transfer QBSE data to TurboTax, keep these things in mind:

a.      Begin Export from QBSE Only

One thing you might be doing wrong if you find the QuickBooks not transferring to TurboTax, it might be the application where you began the export process. For the data transfer to work correctly, you should begin the exporting process from QBSE only and not TurboTax.

If you have begun from TurboTax, sign out of it and sign into QuickBooks Self Employed (QBSE). Moreover, ensure you are signed out of other QBO products, as it can cause technical issues and block data.

Also, check the TurboTax edition to which you are transferring data. QuickBooks Self-Employed won’t transfer to TurboTax if it is not the TurboTax Self-Employed or TurboTax Live Self-Employed edition.

b.      The tax checklist is completed in the Annual taxes tab

Go to the annual taxes tab and ensure that you have completed the tax checklist. If you find the checklist still visible, you need to complete it before you can export QBSE to TurboTax.

c.       Answer the questionnaire perfectly

After you export data from QBSE to TTSE, you will be prompted to complete a questionnaire by TurboTax. Follow the on screen instructions and answer the questions you are asked. If you navigate away from the questionnaire, it might disrupt the export process.

For the export process to be completed, you need to answer the questionnaire up to the Wages and Income page in the Federal tab.

As you reach the Self-employment income and expenses section, know that the export is complete. You will be able to see your QuickBooks Data in TurboTax.

d.      Review Schedule C section

After you have answered all the questions, enter  “jump to Schedule C” in the search bar. Now, check if there are any messages that prompt you to review the info. Follow the on-screen instructions to review them.

However, after carrying out these methods, if you still can’t see your data, follow the steps listed below:

  • Tap on Let’s get started.
  • In TurboTax, navigate to the Income & Expenses tab.
  • Go to the Self-employed income and expenses section, and choose Review.
  • Review the data, and once you are done, click on Looks good.
  • Tap on Done.

This should help you import QuickBooks Self-Employed data to TurboTax and see your data in TurboTax.

Final Words

The above guide shall walk you through the correct way to export QuickBooks data to TurboTax. Moreover, it will help you resolve QuickBooks not transferring to the TurboTax issue. However, if you are still facing a problem or need an expert’s assistance, connect with a QB ProAdvisor.

The QB ProAdvisor will take care of any QuickBooks issues you face and help you resume your operations right away. Dial 800-580-5375!

Top Queries

Why has the QuickBooks to Turbotax Self-Employed transfer button disappeared?

QuickBooks Self-Employed only allows you to transfer the data to TurboTax in one attempt. However, if you have used this attempt and failed, the transfer button will disappear. 

Can I import from QuickBooks to TurboTax?

Yes, you can import QuickBooks data to TurboTax to easily prepare your taxes. To learn how to transfer QuickBooks to TurboTax, explore this guide.

Can I merge QuickBooks with TurboTax?

Here is how you can import QuickBooks data to TurboTax
● Log in to your TurboTax account.
● Now, continue to your return.
● Go to the TurboTax File menu
● Choose Import, and tap on From Accounting Software.
● Choose QuickBooks (2019-2023), and tap on Continue.
● Now, follow the onscreen instructions you see.

Leave a Reply

Your email address will not be published. Required fields are marked *

Connect with A QB ProAdvisor for a Free Consultation. Dial 1800 580-5375