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Posted by R. C. White on January 8, 2007, 9:30 am
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Hi, Scott.
> according to the help in TTax06 deluxe, you can do a direct import
Yep! That's exactly what I read, too. So I tried it - importing into
TT2006 Basic from Q2007 Basic. Last week, it didn't work. Yesterday, it
did.
When the direct import didn't work last week, I went back into Q and
exported to the .TXF file; that imported into TT just fine.
But the direct import is much easier. I just hope it keeps working. ;<)
RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)
>
>> Hi, Jason.
>>
>> Oh. Nevermind! (Quoting someone that I've often heard about but
>> didn't really watch when she was on TV.) ;^}
>>
>> Exporting to TurboTax is fairly straightforward, as opposed to the tax
>> planning that I was talking about.
>>
>> Yes, as I said (finally!) in my earlier post
>>>> We should be able to export our tax facts for 2006 from any recent
>>>> version
>>>> of Quicken to TurboTax 2006, provided we've done a good job of
>>>> assigning tax
>>>> form line numbers in Quicken.
>>
>> The last time I tried to import 2006 data from Q2007 into TT 2006
>> (about a week ago), it didn't work. But, just now, I tried it again
>> and it seemed to work, although I haven't looked yet to see just what
>> got imported. Since I no longer have Q2005 or earlier installed, I
>> can't test for sure, but I believe that TT2006 will import 2006 data
>> from any recent version of Quicken.
>>
>> How recent? I don't know. But I suspect that if you have 2006
>> entries in Q2003, for example, and have properly coded the tax form
>> line numbers, then TT2006 will import them. Of course, you'll have to
>> run TT2006 and start your 2006 return (probably by importing your
>> name, etc., from your TT2005 data file), then click File | Import and
>> Browse to your Q2003 data file.
>>
>> Let us know how this works out for you. I'm sure others are
>> wondering, too.
>>
>> RC
>
> according to the help in TTax06 deluxe, you can do a direct import
> from Q05,06, and 07. Q04 and earlier you to use a txf file, which
> in my experience is just one (small) step from entering it manually.
> Same thing for QB.
>
> scott s.
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