How do I change the vendor's information after importing from QuickBooks?
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Last modified 10/17/2023 1:33:53 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
After you import vendor/recipient information from QuickBooks into TaxBandits, you can edit it in the form filing flow or from the dashboard.
During form filing flow:
- On the Recipient Details page, all your recipients will be listed.
- Choose the vendor/recipient whose information you would like to change and click the Edit button.
From Dashboard:
- Navigate to 1099/W-2 dashboard.
- Select the Tax Year and Business.
- Select Inprogress Forms under the Overview section.
- Choose the vendor/recipient whose information you would like to change and click the Edit button.