How do I change the vendor's information after importing from QuickBooks?

Last modified 4/4/2023 9:49:30 AM EST

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.