How to import 1099-MISC/1099-NEC recipient information from FreshBooks?
615 views |Last modified 12/20/2023 8:04:51 AM EST | Added by TaxBandits Team

With TaxBandits, you can easily import the recipient and payment details from FreshBooks to file Form 1099 - NEC or 1099 - MISC. 

Below are the step-by-step instructions on how to import the vendor details from your FreshBooks account to your TaxBandits account. 

Step 1: Sign in to your TaxBandits Account.

Step 2: From the dashboard, click File Now against the form (Form 1099-MISC or Form 1099-NEC)  you need to file.

Step 3: Select the tax year you wish to file the 1099-NEC/MISC form.

Step 4: Click the Connect to FreshBooks button against the FreshBooks accounting software.

Step 5: Enter your FreshBooks Login credentials and click Allow to grant TaxBandits to access data from your FreshBooks account.

Step 7: Once successfully connected, choose the organization/ business name from the drop-down.

Step 8: Verify the business details imported from the FreshBooks account to Taxbandits, edit the details as needed, and click Save & Continue.

Step 9: Select the applicable vendor payment categories to map the payment information in the form and click “Save & Continue.”

Step 10: Verify the recipient details imported from your FreshBooks account and click “Continue Filing” to proceed with “Ready to file” records.

Step 11: Review the forms once and select any add-on services if required before transmitting them to the IRS. Then, click “Continue” to proceed.

Step 12: Finally, check your Cart Summary, click the Complete Your Order button, and proceed to provide your card details in order to Pay and Transmit the form to the IRS. 

Once you have transmitted the forms to the IRS, you will receive an order confirmation email with your order details to your registered email address. You can also view the status of your transmitted return from the 1099/W-2 Dashboard in your TaxBandits account.