Support Center

Installing QBD Plugin

Last Updated: Jan 04, 2017 05:10PM CST
If you have the latest version 1.5.2 you don't need to reinstall.

Our plugin works with versions as far back as 2010 and up to 2015, 2016, Accountant and Enterprise.

Please disable the firewall / antivirus program before importing.

To Install the Plugin:
  • Download Plugin from Tax1099, Import > QB Desktop > Plugin

  • Extract the files from the zip folder that downloads after clicking on the Plugin button above.
  • Double-click the file named Tax1099QBWImport.exe.
  • Authorize the change if prompted by your computer.
  • You will then see the wizard that will install the plugin.

  • Save the file where the wizard defaults it to.

  • Click “Install”.

  • The files will download and process, then you will see the final screen of the wizard.

  • The first time you open QuickBooks Desktop after the installation, open by right-clicking and choosing “Run as Administrator.” If you don't get the option, please unpin the icon from the taskbar and choose the option from the desktop. Signing in as admin won't work.
  • Choose “Yes” when prompted for the app to make changes to your device (or similar message depending on your operating system).
  • Once QBD opens, choose the option for opening a company file.
  • When you open a company file, you will see the popup below.

  • If this option does not appear, go back to the beginning and start over. Uninstall the plugin. Make sure QBD is closed while installed the plugin.
  • When the Certificate message opens:
  • Choose the third option, “Yes, whenever this QuickBooks company file is open.
  • Choose the check box that says “Allow this application to access personal data such as Social Security Numbers and customer credit card information.” Then click Continue.

  • Click Done on the next popup.

You have installed the plugin. You only do this one time for the machine you are working on. Any additional company files opened here will ask if you want to allow the application to access data as seen above.
 
Q:  What are the next steps?

A:
 Use the 1099 wizard to verify the information and map the chart of accounts, then use the 1099 Upload Data feature to import into Tax1099.com

 

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