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How to Upload data using the QuickBooks Desktop Plug-In (1099-MISC form only)

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

 

Log in to your account.  Enter your email address and password and click the Log In button.

You will be brought to your Dashboard. At the top right corner you should see Welcome (your name). You are securely logged in.

 dashboard_screen1.png

 

 

There are two ways to navigate to the Upload Center from the Dashboard.

1.  You can click Filing Center on the navigation bar and then Upload Forms. 

2.  The Easy Import box provides various icons which can be selected for your preferred method of uploading your data, including the Excel Template and QuickBooks.

easy_import.png

   

Click the Download Plug-In to install and run the QuickBooks Export App plugin:

                        1. Unzip Setup.zip file to a folder on your computer.

                        2. In the folder where you unzipped the archive, run the Setup.exe file.

                        3. Close QuickBooks if it’s open.

                        4. For Windows Vista & Windows 7 installation, you will need to right click on the Setup.exe file and choose “Run as Administrator.

                        5. Follow the screen instructions to complete the installation.

QB_download.png

 

 

Go through the setup process and click Next

qb_run_import.png

 

 

The program will install

qb_pt_1.png

 

 

Click finish

qb_pt_2.png

 

 

The plugin will now be installed and once complete the Next button will become Active and click Next.

 

qb_pt_3.png

 

 

Click Finish once the installation is complete.

last_install_screen.png

 

 

After the installation, open QuickBooks.

For Windows Vista, Windows 7 & 8 installation, Open QuickBooks by right-clicking on the file icon and selecting “Run as administrator”

                       

    1. Allow access of the application to the QuickBooks file, even if QuickBooks is not running.

    2. Check to allow this application to access personal data such as Social Security Numbers and customer credit card information.

                        In the future, you don’t need to open QuickBooks as administrator

 

 certificate_screen.png

 

 

Running the plugin: 

  1. Open QuickBooks.

  2. Go to Vendors>Print/E-File 1099s>1099 Wizard

 1099wizard.png

 

Click the Get Started button.

wizard1.png

 

Select the 1099 vendors you want to export and click the Continue button.

 wizard2.png

 

Confirm the 1099 vendor information and click the Continue button. 

 

wizard3.png

 

Map vendor payment accounts to the appropriate 1099-MISC box and click the Continue button.

wizard4.png

 

Review payments for exclusions and click the Continue button.

wizard5.png

 

Confirm amounts are mapped correctly and click the Save & Close button.

wizard6.png

 

To run the import, go to QuickBooks main menu > Company > 1099 Misc – Excel Upload > Upload 1099 Data.

upload.png

 

Select payment year 2015 and continue.

 

The export process will start and you will see a dialog progress window that shows the current export status.

process_screen.png

 

 

The plugin will open the exported Excel file right after the process is complete. Save this to a location on your computer to import into the e-file site.

template.png

 

Once the export file is saved on your computer, go back to the efile site and go to Filing Center > Upload Forms in select the file in Step 2.  Then click the Import Data button.

 upload_center.png

 

If there are any errors in your data, they will be identified during the import process.  Edit the forms to fix the data or if there are many of the same errors, click the Discard and Upload New File button, fix the errors in your Excel file then upload the file again.

upload_errors.png

Once forms have been imported successfully, you will see the Forms in Progress page.  To complete the checkout process, select your forms then select a filing option from the drop-down menu below the grid.

fip.png

 

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