TaxBandits Knowledge Base

How to import 1099-MISC/1099-NEC recipient information from QuickBooks?

TaxBandits allows you to import the vendor details and payment history from your QuickBooks account to file Form 1099. Follow the steps to import payment details from QuickBooks to file Form 1099-NEC and Form 1099-MISC.

Step 1: Sign in to your TaxBandits account.

Step 2: From the dashboard, click ‘Start New Form’.

 

Step 3: Choose the Form type (1099-MISC/1099-NEC)

Step 4: Select the Tax Year you are required to file and click file form.

Step 5: Click the ‘Import From Accounting Software’ tab.

Step 6: Enter the QuickBooks credentials, choose the company/payer from the dropdown menu, and click 'Next'.

Step 7: Click ‘Connect’ to allow TaxBandits to access data from your QuickBooks account.

Step 8: Verify the payer details imported from your QuickBooks account to Taxbandits and edit them as needed.

Step 9: Check the applicable form fields to map the payment data from QuickBooks.

Step 10: View the records imported from your QuickBooks account. Click ‘Continue’ to proceed with the ‘Ready To File’ records.

Step 11: Review the federal filing summary, opt for state filing based on your requirements, select any distribution or validation services you require, and click ‘Continue’.