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Quickbooks Desktop Import-Plugin

Last Updated: Jun 01, 2018 04:22PM CDT
Please follow these instructions to complete your import from Quickbooks Desktop to

You will need to disable the anitvirus/firewall system temporarily while installing the plugin.

Our plugin generally works with the most recent 3 versions of QBD Pro, Premier, Non-profit, Accountant and Enterprise back to 2015 and newer. It will not work with a MAC machine or Windows XP.
  • First you must log in to
  • Next go to Imports -> Quickbooks Desktop
  • Click on download plugin and instructions (Make sure you close all versions of quickbooks before downloading and installing the plugin)
  • If you get a message saying there is an instance of Quickbooks running in the background, open the Task Manager and look for any QB related products that are running and close those. 
  • Once it's finished downloading, you will see 2 files, one is the PDF of instructions and the other is the installation for the plug in. 
  • Make sure your antivirus program is disabled while downloading
  • After reading instructions, please click on Tax1099QBWPlugin.exe
  • When it asks for permission to install, press yes
  • Please follow the steps on the setup - click next a couple times until you can click Finish.
  • The QBFC is the prerequisites. If they are not present on the system when the plugin installs, the plugin will install the QBFC as well.
  • Once it has finished installing, you can open your Quickbooks back up by right-mouse clicking and choose Run as Administrator. You must run QB Desktop as an administrator after the installation. After running QBD as an administrator once, you won't have to do it again.
  • It will ask you if you give permission for Tax1099 to have access to personal information. This is a very important step. You must grant permission on the certificate to do that or the plugin will not work.
    • ‚Äčon the certificate, select 'Yes, whenever this company file is open' and select 'Allow this application to access personal data such as ssn and credit card info'.
    •  If you don't get the certificate, follow these steps.
  • If you haven't opened the company file yet, login as admin and open company file.
  • When you have set up your vendors as eligible for 1099s, you are ready to start the import
  • Go to Vendors > E-File > Upload 1099 Data
  • It will ask you for your Tax1099 login info, and the tax year you want to file for
  • Fill it out and press log in
  • It will automatically pull all the 1099 data for the year selected (this may take a few mins depending on how much data is there)
  • It will automatically bring up the information in our grid
  • If all the data is good, you will see green dots next to the payer and recipients. 
  • If there is missing data, you may see a yellow dot next to the payer, and a red one next to recipients. Click the underlined item and update the information that is missing and save.
  • If there is a red dot next to the Payer, that means there is data missing from the Payer info. Click the Edit button to add information and save.
  • If you have a lot of errors you can click on download error list and it will export them to an excel file 
  • If you want you can press save and exit, and it will save this upload for another time
  • When you are done, you can select the check box to the left of the recipients you want and then press next.
  • It will let you know how many forms you successfully created your forms.
  • This is where you will choose to email to recipient or mail via USPS.
  • You will see the forms on the submit forms page, once you are ready, select the check boxes on the left to choose the recipients, and press Next.
  • Enter payment details, and press submit to IRS/state. 
  • You will get a 9 digit reference number if payment was successful. 
  • Your forms will then show in Forms > Manage Forms, select payer and tax year. 
Please let us know if you have any questions. Thanks.

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