How do I change the vendor's information after importing from FreshBooks?
534 views |Last modified 10/17/2023 1:25:20 AM EST | Added by TaxBandits Team

After you import vendor/recipient information from FreshBooks to TaxBandits, you can edit them in any of the following ways.

• During the Form Filing flow
• From the Dashboard

During the Form Filing flow:

• While filling in the form details, you will come across the recipient details page, where all your recipients will be listed.
• Choose the vendor/recipient whose information you need to change and click the Edit button. 

From Dashboard:

• Navigate to the 1099/W-2 dashboard.
• Select the Tax Year and Business. The imported vendors/recipients' details of the selected business will be displayed.
• On the left of the screen, select Inprogress Forms. 
• Choose the vendor/recipient whose information you need to change and click the Edit button.