What to do with multiple accounts?

Forum|Forum|7 years ago
February 4, 2019
1 reply
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I found this FAQ answer saying that it isn't possible to merge accounts:

https://ttlc.intuit.com/questions/3752786-can-i-merge-my-accounts

My conundrum is that I didn't think about that when setting up my accounts, so I have three separate ones:

1. QuickBooks account for my sole proprietor small business

2. Mint account for my personal banking

3. TurboTax for filing taxes with my spouse

I need to get all the data in one place for preparing my 2018 taxes. It seems like I'm going to have to do a lot of manual entry. Does anyone (TURBOTAX ADMINS????) have a suggestion on what is going to be the least amount of data entry?

My inclination is to set up Mint (pretty much all automated there) and QuickBooks (will require that I re-categorize all my 2018 transactions again) using my existing TurboTax account that I have used for several years for tax filing. But I'd like to hear what the community suggests or if anyone has run up against a similar situation.

Thanks in advance!

GinaG

Employee

You are correct in assuming that the TurboTax account is the best one to use as a base account, generally speaking. There are some customers using QuickBooks through a subscription service that offers free filing of your taxes with TurboTax. You must begin your return by accessing TurboTax through QuickBooks if that is the case.