- Make sure that your vendors are marked as 1099 qualified vendors.
- Tax1099 will check your payment info to see if your bills were paid with check or cash. It will ignore any payments made with a credit card since these payments wouldn't be included on your 1099 Misc payments.
To see what 1099-Misc information will/should pull up:
- Go to Vendors -> prepare1099 or 1099 wizard.
- You will see what information is 1099 qualified and will show up in tax1099.com
To import, you will need to connect to our app in the app center in QBO. If you checked all the details above and know that everything is set up right, but for some reason it's not pulling the information, please disconnect the app from Quickbooks side and Tax1099. Then you can reconnect again, and try the import again.
If the app doesn't work after a few attempts of disconnecting/reconnecting it, please contact support at 877-811-3829 or email us at firstname.lastname@example.org. We will help you in any way we can. One way we can help is by using a screen sharing software to see your screen so that we can see the issue. If you want to save time, go ahead and download a screen sharing app before you contact support.