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Quickbooks Online import

Last Updated: Jan 09, 2018 03:47PM CST
Here are step- by- step instructions on how to import all your available 1099 vendor info into It will pull all 1099-eligible vendors and all bills paid to them in the tax year you choose. Please note, you must have QBO Plus to track vendors in QBO and use the integration. See this link for more information about the QBO versions.
  • Log into your Quickbooks Online account
Prior to importing into Tax1099, follow the steps below to make sure the data gets imported.
  • Make sure the Vendor is identified as a 1099 vendor and EIN/SSN is provided:
  • Click on Vendor on the left side
  • Select the vendor and click Edit
  • Make sure the TaxID is entered and the box is checked next to Track payments for 1099, click Save
  • Make sure all information is mapped correctly in the Chart of Accounts. Click on the gear in the top right corner and choose Chart of Accounts.
  • Make sure each item is mapped to the correct item.

  • Go to apps on the left-hand side.  (NOTE: QuickBooks Accountant users may need to go to to access apps, including the app).

  • Scroll down to all apps.
  • Select 1099 MISC e-file by

  • Click the "Get App Now" button.
  • Select QuickBooks Online if the option presents. It will only display if you have QBO and QuickBooks Desktop synced files.
  • Authorize the company you want to import.
                                                                 Authorize QBO
  • You will connect to
  • Select the tax year you want us to pull the info from and press proceed (keep in mind this may take a few mins depending on how many files it needs to pull from your account.)
  • If you have connected previously it will ask if you want to start a new import or use what you imported last.
  • Pick all of the categories that apply to your vendors and then select which QuickBooks accounts you use to track the payments.   Tip: Most common 1099 category for small businesses is Box 7: Nonemployee compensation.
  • displays all the accounts (from your QuickBooks chart of accounts) you used to pay the vendors you marked as 1099 vendors. Check the box where payments from the QuickBooks account should be reported, Click the drop-down arrow to select the list of account.
  • You can assign multiple accounts to a 1099 box, but each account can be assigned to only one 1099 box. For example, if you set up an expense account named "Payments to Subcontractors," you can assign it to Box 7: Nonemployee compensation. However, you can't use the Payments to Subcontractors expense account for any other 1099 category.
  • If you make a mistake, click on Reset Selection to clear all selections and start again. Then Click Next.
qbo 1.PNG  
  • This will import the data into our import grid. If there are any red or yellow dots, click on the items to determine what is missing and update the data.
  • If you see a yellow dot next to your payer name, that means one or more of your recipients has missing information. You can go through and change what you need. It will turn green when all needed information is there.
  • If you have a red dot, your payer is missing important information. Please select your payer and edit the information, it will turn green when all needed info is there.
  • Once you see a green dot next to your payer and all recipients, then you can proceed.
  • When all green dots are present, it is ready to be imported into
  • Select all rows by clicking on Select All box in left corner of table or select the specific recipient forms you want and Click Next
  • You can edit or delete any of these entries before importing into Tax1099.
  • If you want to see all totals, scroll to the bottom.
  • You can press save and exit to continue this later, or press next. 
  • The next page will let you know how many records were successfully uploaded and created and allow you to complete your 1099-MISC filing process.
  • At this point, the forms are now created in Tax1099 and the profiles for the payer and recipients have been created.
  • Notice how many forms have been updated. Click ok.

To submit the forms to the IRS:
  • Select the form by clicking on the box to the left.
  • Select the method of sending to the recipient, USPS mail, Email Recipient or neither (you will print the PDF later and mail yourself).
  • Select TIN Match if needing to confirm and State Filing if allowed.
  • To change the date of when the form will be submitted to the IRS, click on the “Change Schedule Date for All Vendor Files to IRS” at the top.
  • Change the date and click OK.
  • Then click Next at the bottom of the table of forms.
  • A reminder message about the Schedule Date will pop up. Click OK
  • It will then prompt you for payment. If you have a prepay balance, confirm the amount and click Pay & Submit to e-file.
  • If there is no prepay balance, enter the credit card information and click Pay & Submit to e-file.
  • You will get confirmation reference # on the screen when the form has been successfully submitted.
  • The IRS will email you an update once the form has been accepted. It can take up to 24-48 hours during normal business seasons. During heavy deadline seasons it can take a little longer.

Contact Us

  • Call us @ 877-811-ETAX (3829).
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