Welcome to the QuickBooks online integration tutorial.
This article will show you how to allow your QuickBooks online account to share data with your E-File account for completing 1099-misc forms.
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 and select 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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