How do I change the vendor's information after importing from FreshBooks?
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Last modified 10/17/2023 1:25:20 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
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.