Why is my data not being imported from QuickBooks Online?

Our integration with Intuit QuickBooks Online allows our customers to import Company and Vendor information to populate 1099-MISC and 1099-NEC forms and e-file through our site. We recommend running a 1099 Report from QuickBooks Online prior to attempting to connect to our site and ensure all vendors are showing.

In an effort to protect financial data, such as client's credit card information, PayPal logins, bank cards, etc., Intuit allows only the following data to get imported directly into our site:

  1. Company information (this will be your Payer on the 1099).

  2. Vendor information (this will be your Recipient on the 1099).

There are some scenarios where data may not get imported, such as:

  • Transactions marked as Credit Card, Debit Card, or PayPal paid.

  • Dollar amounts for bills not paid using the “Pay Bill” functionality in QuickBooks Online.

  • Vendors not setup as 1099 Vendors.

  • Vendors that do not meet the threshold needed to generate a 1099-MISC or 1099-NEC form.

  • Vendors that got paid from an account not marked as a 1099 account.

  • Vendors that are setup as an OTHER Name type instead of Vendor.

  • Vendors that were setup as Vendors AND Employees. Employee transactions will not get imported nor show in the 1099.

Follow these steps to access our QuickBooks Online integration:

Step 1: Once logged in, select the Select Your Software button on the “Connect to Software” card on either the Dashboard or the “Start Filing” page.

Step 2: Scroll down to the “Connect & Import from Your Software” section. Find the QuickBooks card, and select the Import Button.

*Note: There is a QuickBooks Desktop option above this section. This is not for QuickBooks online. Choose the QuickBooks option in the “Connect & Import Your Software” section.

Step 3: You will be prompted to log in to you QuickBooks account and authorize the e-file site to import your data.

Step 4: Once authorized, you will be navigated back to the e-file site.

Step 5: You will see your company name and can choose what you would like to import: Payers and Recipients; 1099-MISC data; or 1099-NEC data.

*Note: Choosing 1099-MISC or 1099-NEC will import the payer and recipient information to create those form types.

Step 6: If you choose to import Payers and Recipients select click Continue, then you will be take to the Payers page where you may review your data.

If you choose to import 1099-MISC or 1099-NEC data and select Continue, you will be asked to map the expense accounts from QuickBooks to the appropriate field on the form type.

Once complete, you will see your data on the “Import Review” page. On this page, you must review and save your data in order for it to be saved to the account. When you select Save, you be taken to the “Forms in Progress” page where you can continue managing your forms or check out the forms.

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