Using QuickBooks with TurboTax

You already know you can print tax reports in QuickBooks and fill out tax forms either by hand or in a tax preparation program. You also can use QuickBooks to communicate with tax preparation software such as TurboTax and prepare your tax return by transferring information from QuickBooks to the tax program.

Before you can use TurboTax or any other tax software program in conjunction with your QuickBooks program, you must ensure that all accounts have been properly assigned to tax lines.

When you're certain that your QuickBooks information is ready to be transferred to a tax preparation program, start the tax program (TurboTax, for example) and follow the prompts when asked whether you want to import information from QuickBooks.

QuickBooks can be imported into TurboTax, TurboTax for Business, TurboTax Pro Series, and H&R Block's TaxCut program.