The Smart Import Wizard allows you to easily import your financial information from Quicken directly into the H&R Block software.
As you go through the Interview, the data that you import is displayed as brown text. You can change anything you need to at that time. You can also view and change the imported information any time by selecting Review Financial Imports from the Reports menu to display the Import Report.
Under the Welcome tab follow the instructions that the H&R Block software displays until you get to the Smart Import: Import Amounts from 2009 screen.
Click the Get Started button next to the Financial Software section. The Import Financial Information dialog box opens.
Select Quicken and the version you use, and then click OK. The Import Wizard opens. Read the information and click Next.
Select the file you want to import. If necessary, click the browse button to navigate to the folder where your Quicken file is located. If the file is password protected, enter your password in the software password box.
Click Next. The data that can be imported from your file is displayed. All the items listed are pre-selected for you to import. If you don't want to import an item, simply clear the check box next to it by clicking on it.
Click the Import button, and then click Finish. Under the Financial Software section, the H&R Block software lists the name of the file that was imported.
You can view a summary of the imported information by clicking on the View Summary link under the file name. The Import Report is displayed. You can use this report to edit or delete individual transactions. If you want to delete all the transactions that were imported click the Delete link under the file name.
Click Next Step. The H&R Block software displays the Smart Import: Compare Your Imported Items screen.
Click on the check box of the items you want to delete to remove the check mark. You should keep only the most current version of each form or item and delete any duplicates.
Click the Start Return button.
Note: In versions of Quicken from 2006 and earlier, you must first export regular and capital gains tax information into a Tax Exchange File (.txf) format and then you can import the data into the H&R Block program.
Under the Welcome tab follow the instructions that the H&R Block software displays until you get to the Smart Import: Import Amounts from 2009 screen.
Click the Get Started button next to the Financial Software section. The Import Financial Information dialog box opens.
Select the Other TXF option, and click OK. The Import Financial Data from... dialog box opens.
Select the file you want to import, and click Open. If the file you want to import is in a different folder, navigate to that folder and select it. The H&R Block software imports the information. Under the Financial Software section, the H&R Block software lists the name of the file that was imported.
You can view a summary of the imported information by clicking on the View Summary link under the file name. The Import Report is displayed. You can use this report to edit or delete individual transactions. If you want to delete all the transactions that were imported click the Delete link under the file name.
Click Next Step. The H&R Block software displays the Smart Import: Compare Your Imported Items screen.
Click on the check box of the items you want to delete to remove the check mark. You should keep only the most current version of each form or item and delete any duplicates.
Click the Start Return button.